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 4-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 | $120,913 | $177,572-31.9% | $154,803-21.9% | $142,382-15.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 15.22% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,998 | $4,810-58.5% | $4,305-53.6% | $4,299-53.5% |
| Participant deferral / active EE | $7,461 | $6,272+19.0% | $5,540+34.7% | $6,507+14.7% |
| Admin fee / account holder | $554 | $16,786-96.7% | $14,329-96.1% | $12,624-95.6% |