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 | $100,728 | $159,602-36.9% | $150,045-32.9% | $142,382-29.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 20.16% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,768 | $4,961-24.0% | $4,693-19.7% | $4,299-12.4% |
| Participant deferral / active EE | $12,934 | $8,310+55.6% | $7,997+61.7% | $6,507+98.8% |
| Admin fee / account holder | $1,076 | $14,846-92.8% | $13,435-92.0% | $12,624-91.5% |