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 | $111,570 | $177,572-37.2% | $154,803-27.9% | $142,382-21.6% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 17.08% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,587 | $4,810-25.4% | $4,305-16.7% | $4,299-16.6% |
| Participant deferral / active EE | $8,071 | $6,272+28.7% | $5,540+45.7% | $6,507+24.0% |
| Admin fee / account holder | $596 | $16,786-96.4% | $14,329-95.8% | $12,624-95.3% |