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 9-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 | $107,798 | $159,602-32.5% | $150,045-28.2% | $142,382-24.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 19.12% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,934 | $4,961-20.7% | $4,693-16.2% | $4,299-8.5% |
| Participant deferral / active EE | $10,089 | $8,310+21.4% | $7,997+26.2% | $6,507+55.0% |
| Admin fee / account holder | $4,962 | $14,846-66.6% | $13,435-63.1% | $12,624-60.7% |