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 | $109,988 | $177,572-38.1% | $154,803-28.9% | $142,382-22.8% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 11.71% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,914 | $4,810-39.4% | $4,305-32.3% | $4,299-32.2% |
| Participant deferral / active EE | $3,839 | $6,272-38.8% | $5,540-30.7% | $6,507-41.0% |
| Admin fee / account holder | $10,003 | $16,786-40.4% | $14,329-30.2% | $12,624-20.8% |