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 7-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 | $103,965 | $210,648-50.6% | $177,989-41.6% | $145,922-28.8% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 16.92% | 385.86%-368.9pp | 294.48%-277.6pp | 561.29%-544.4pp |
| Employer contribution / active EE | $5,137 | $4,565+12.6% | $3,949+30.1% | $4,660+10.3% |
| Participant deferral / active EE | $18,205 | $6,958+161.7% | $6,276+190.1% | $6,688+172.2% |
| Admin fee / account holder | $3,470 | $12,013-71.1% | $10,363-66.5% | $13,397-74.1% |