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 | $100,349 | $159,602-37.1% | $150,045-33.1% | $142,382-29.5% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 17.08% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,400 | $4,961-31.5% | $4,693-27.6% | $4,299-20.9% |
| Participant deferral / active EE | $4,923 | $8,310-40.8% | $7,997-38.4% | $6,507-24.3% |
| Admin fee / account holder | $15,088 | $14,846+1.6% | $13,435+12.3% | $12,624+19.5% |