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 | $117,474 | $177,572-33.8% | $154,803-24.1% | $142,382-17.5% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 20.78% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $5,459 | $4,810+13.5% | $4,305+26.8% | $4,299+27.0% |
| Participant deferral / active EE | $18,460 | $6,272+194.3% | $5,540+233.2% | $6,507+183.7% |
| Admin fee / account holder | $8,729 | $16,786-48.0% | $14,329-39.1% | $12,624-30.9% |