See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,969 | $159,602-33.6% | $150,045-29.4% | $142,382-25.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 16.45% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,712 | $4,961-5.0% | $4,693+0.4% | $4,299+9.6% |
| Participant deferral / active EE | $5,514 | $8,310-33.6% | $7,997-31.0% | $6,507-15.3% |
| Admin fee / account holder | $11,285 | $14,846-24.0% | $13,435-16.0% | $12,624-10.6% |