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 3-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 | $128,947 | $159,602-19.2% | $150,045-14.1% | $142,382-9.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 19.21% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,947 | $4,961-40.6% | $4,693-37.2% | $4,299-31.4% |
| Participant deferral / active EE | $9,620 | $8,310+15.8% | $7,997+20.3% | $6,507+47.8% |
| Admin fee / account holder | $761 | $14,846-94.9% | $13,435-94.3% | $12,624-94.0% |