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 3-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 | $129,855 | $159,602-18.6% | $150,045-13.5% | $142,382-8.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 14.56% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,976 | $4,961-19.8% | $4,693-15.3% | $4,299-7.5% |
| Participant deferral / active EE | $9,169 | $8,310+10.3% | $7,997+14.7% | $6,507+40.9% |
| Admin fee / account holder | $772 | $14,846-94.8% | $13,435-94.3% | $12,624-93.9% |