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 | $117,498 | $177,572-33.8% | $154,803-24.1% | $142,382-17.5% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 14.72% | 65.07%-50.3pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $7,282 | $4,810+51.4% | $4,305+69.1% | $4,299+69.4% |
| Participant deferral / active EE | $7,128 | $6,272+13.7% | $5,540+28.7% | $6,507+9.5% |
| Admin fee / account holder | $2,643 | $16,786-84.3% | $14,329-81.6% | $12,624-79.1% |