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 | $128,467 | $177,572-27.7% | $154,803-17.0% | $142,382-9.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 18.05% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $6,710 | $4,810+39.5% | $4,305+55.8% | $4,299+56.1% |
| Participant deferral / active EE | $9,056 | $6,272+44.4% | $5,540+63.4% | $6,507+39.2% |
| Admin fee / account holder | $1,271 | $16,786-92.4% | $14,329-91.1% | $12,624-89.9% |