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 8-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 | $102,759 | $114,381-10.2% | $107,525-4.4% | $142,382-27.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 16.57% | 242.71%-226.1pp | 181.32%-164.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,178 | $4,015-45.8% | $3,754-42.0% | $4,299-49.3% |
| Participant deferral / active EE | $5,511 | $5,564-1.0% | $5,116+7.7% | $6,507-15.3% |
| Admin fee / account holder | $969 | $9,860-90.2% | $8,919-89.1% | $12,624-92.3% |