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 4-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 | $119,200 | $159,602-25.3% | $150,045-20.6% | $142,382-16.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 19.49% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $7,403 | $4,961+49.2% | $4,693+57.7% | $4,299+72.2% |
| Participant deferral / active EE | $14,665 | $8,310+76.5% | $7,997+83.4% | $6,507+125.4% |
| Admin fee / account holder | $988 | $14,846-93.3% | $13,435-92.6% | $12,624-92.2% |