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 | $107,321 | $165,335-35.1% | $149,696-28.3% | $158,922-32.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 17.34% | 348.15%-330.8pp | 276.60%-259.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,335 | $5,103-73.8% | $4,644-71.3% | $4,761-72.0% |
| Participant deferral / active EE | $8,678 | $7,181+20.8% | $6,842+26.8% | $5,982+45.1% |
| Admin fee / account holder | $1,017 | $10,807-90.6% | $9,309-89.1% | $11,246-91.0% |