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 6-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 | $107,117 | $159,602-32.9% | $150,045-28.6% | $142,382-24.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.00% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $10,257 | $4,961+106.8% | $4,693+118.5% | $4,299+138.6% |
| Participant deferral / active EE | $7,505 | $8,310-9.7% | $7,997-6.2% | $6,507+15.3% |
| Admin fee / account holder | $1,179 | $14,846-92.1% | $13,435-91.2% | $12,624-90.7% |