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 | $113,721 | $112,096+1.4% | $95,952+18.5% | $158,922-28.4% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 7.02% | 171.09%-164.1pp | 91.61%-84.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $662 | $3,198-79.3% | $2,541-73.9% | $4,761-86.1% |
| Participant deferral / active EE | $5,081 | $4,784+6.2% | $4,167+21.9% | $5,982-15.1% |
| Admin fee / account holder | $27,319 | $10,130+169.7% | $6,795+302.0% | $11,246+142.9% |