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 | $118,524 | $177,572-33.3% | $154,803-23.4% | $142,382-16.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 17.10% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,436 | $4,810-7.8% | $4,305+3.0% | $4,299+3.2% |
| Participant deferral / active EE | $8,618 | $6,272+37.4% | $5,540+55.5% | $6,507+32.4% |
| Admin fee / account holder | $2,878 | $16,786-82.9% | $14,329-79.9% | $12,624-77.2% |