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 6-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 | $104,356 | $159,602-34.6% | $150,045-30.5% | $142,382-26.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 16.10% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,086 | $4,961-37.8% | $4,693-34.2% | $4,299-28.2% |
| Participant deferral / active EE | $9,909 | $8,310+19.2% | $7,997+23.9% | $6,507+52.3% |
| Admin fee / account holder | $2,092 | $14,846-85.9% | $13,435-84.4% | $12,624-83.4% |