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 | $114,062 | $159,602-28.5% | $150,045-24.0% | $142,382-19.9% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 14.01% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,775 | $4,961-44.1% | $4,693-40.9% | $4,299-35.5% |
| Participant deferral / active EE | $9,211 | $8,310+10.8% | $7,997+15.2% | $6,507+41.6% |
| Admin fee / account holder | $52,692 | $14,846+254.9% | $13,435+292.2% | $12,624+317.4% |