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 | $123,151 | $148,534-17.1% | $135,903-9.4% | $139,434-11.7% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 24.10% | 79.19%-55.1pp | 68.23%-44.1pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,928 | $5,243-44.2% | $4,856-39.7% | $4,751-38.4% |
| Participant deferral / active EE | $3,450 | $8,100-57.4% | $7,758-55.5% | $6,710-48.6% |
| Admin fee / account holder | $630 | $12,400-94.9% | $10,762-94.1% | $11,403-94.5% |