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 | $131,455 | $159,602-17.6% | $150,045-12.4% | $142,382-7.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 18.81% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $10,414 | $4,961+109.9% | $4,693+121.9% | $4,299+142.2% |
| Participant deferral / active EE | $9,083 | $8,310+9.3% | $7,997+13.6% | $6,507+39.6% |
| Admin fee / account holder | $1,408 | $14,846-90.5% | $13,435-89.5% | $12,624-88.8% |