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 | $108,888 | $159,602-31.8% | $150,045-27.4% | $142,382-23.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 18.83% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,427 | $4,961-10.8% | $4,693-5.7% | $4,299+3.0% |
| Participant deferral / active EE | $10,191 | $8,310+22.6% | $7,997+27.4% | $6,507+56.6% |
| Admin fee / account holder | $587 | $14,846-96.0% | $13,435-95.6% | $12,624-95.4% |