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 | $98,621 | $159,602-38.2% | $150,045-34.3% | $142,382-30.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 22.27% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $5,998 | $4,961+20.9% | $4,693+27.8% | $4,299+39.5% |
| Participant deferral / active EE | $19,391 | $8,310+133.3% | $7,997+142.5% | $6,507+198.0% |
| Admin fee / account holder | $1,670 | $14,846-88.7% | $13,435-87.6% | $12,624-86.8% |