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 | $129,070 | $177,572-27.3% | $154,803-16.6% | $142,382-9.3% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 13.29% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,647 | $4,810-65.8% | $4,305-61.7% | $4,299-61.7% |
| Participant deferral / active EE | $7,095 | $6,272+13.1% | $5,540+28.1% | $6,507+9.0% |
| Admin fee / account holder | $862 | $16,786-94.9% | $14,329-94.0% | $12,624-93.2% |