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 4-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 | $126,964 | $159,602-20.4% | $150,045-15.4% | $142,382-10.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 40.34% | 70.24%-29.9pp | 62.55%-22.2pp | 217.08%-176.7pp |
| Employer contribution / active EE | $7,378 | $4,961+48.7% | $4,693+57.2% | $4,299+71.6% |
| Participant deferral / active EE | $12,944 | $8,310+55.8% | $7,997+61.9% | $6,507+98.9% |
| Admin fee / account holder | $1,908 | $14,846-87.2% | $13,435-85.8% | $12,624-84.9% |