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 6-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 | $125,698 | $177,572-29.2% | $154,803-18.8% | $142,382-11.7% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 19.83% | 65.07%-45.2pp | 58.88%-39.1pp | 217.08%-197.2pp |
| Employer contribution / active EE | $9,324 | $4,810+93.8% | $4,305+116.6% | $4,299+116.9% |
| Participant deferral / active EE | $7,336 | $6,272+17.0% | $5,540+32.4% | $6,507+12.7% |
| Admin fee / account holder | $510 | $16,786-97.0% | $14,329-96.4% | $12,624-96.0% |