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 9-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 | $108,817 | $159,602-31.8% | $150,045-27.5% | $142,382-23.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 37.37% | 70.24%-32.9pp | 62.55%-25.2pp | 217.08%-179.7pp |
| Employer contribution / active EE | $8,131 | $4,961+63.9% | $4,693+73.2% | $4,299+89.1% |
| Participant deferral / active EE | $9,749 | $8,310+17.3% | $7,997+21.9% | $6,507+49.8% |
| Admin fee / account holder | $408 | $14,846-97.2% | $13,435-97.0% | $12,624-96.8% |