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 | $109,466 | $159,602-31.4% | $150,045-27.0% | $142,382-23.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 19.16% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $6,557 | $4,961+32.2% | $4,693+39.7% | $4,299+52.5% |
| Participant deferral / active EE | $11,903 | $8,310+43.2% | $7,997+48.8% | $6,507+82.9% |
| Admin fee / account holder | $302 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |