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 | $127,461 | $159,602-20.1% | $150,045-15.1% | $142,382-10.5% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 16.64% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $11,815 | $4,961+138.2% | $4,693+151.7% | $4,299+174.8% |
| Participant deferral / active EE | $6,083 | $8,310-26.8% | $7,997-23.9% | $6,507-6.5% |
| Admin fee / account holder | $3,845 | $14,846-74.1% | $13,435-71.4% | $12,624-69.5% |