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 | $119,088 | $159,602-25.4% | $150,045-20.6% | $142,382-16.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.91% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,894 | $4,961-41.7% | $4,693-38.3% | $4,299-32.7% |
| Participant deferral / active EE | $11,652 | $8,310+40.2% | $7,997+45.7% | $6,507+79.1% |
| Admin fee / account holder | $390 | $14,846-97.4% | $13,435-97.1% | $12,624-96.9% |