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 | $103,816 | $148,534-30.1% | $135,903-23.6% | $139,434-25.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 21.79% | 79.19%-57.4pp | 68.23%-46.4pp | 372.94%-351.2pp |
| Employer contribution / active EE | $7,083 | $5,243+35.1% | $4,856+45.9% | $4,751+49.1% |
| Participant deferral / active EE | $11,940 | $8,100+47.4% | $7,758+53.9% | $6,710+77.9% |
| Admin fee / account holder | $2,422 | $12,400-80.5% | $10,762-77.5% | $11,403-78.8% |