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 5-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 | $111,803 | $177,572-37.0% | $154,803-27.8% | $142,382-21.5% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 21.04% | 65.07%-44.0pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,296 | $4,810-31.5% | $4,305-23.4% | $4,299-23.3% |
| Participant deferral / active EE | $4,968 | $6,272-20.8% | $5,540-10.3% | $6,507-23.7% |
| Admin fee / account holder | $977 | $16,786-94.2% | $14,329-93.2% | $12,624-92.3% |