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 5-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 | $138,983 | $177,572-21.7% | $154,803-10.2% | $142,382-2.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 19.63% | 65.07%-45.4pp | 58.88%-39.3pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,957 | $4,810-38.5% | $4,305-31.3% | $4,299-31.2% |
| Participant deferral / active EE | $10,083 | $6,272+60.8% | $5,540+82.0% | $6,507+55.0% |
| Admin fee / account holder | $672 | $16,786-96.0% | $14,329-95.3% | $12,624-94.7% |