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 10-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 | $159,900 | $135,952+17.6% | $123,892+29.1% | $273,961-41.6% |
| Participation rate | 84.2% | 84.1%+0.1pp | 81.4%+2.8pp | 83.0%+1.2pp |
| Annual return | 7.41% | 56.63%-49.2pp | 47.52%-40.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,174 | $5,170-38.6% | $4,617-31.3% | $4,869-34.8% |
| Participant deferral / active EE | $6,637 | $6,343+4.6% | $5,984+10.9% | $5,287+25.5% |
| Admin fee / account holder | $347 | $9,817-96.5% | $8,357-95.8% | $10,132-96.6% |