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 | $129,136 | $183,519-29.6% | $155,509-17.0% | $145,922-11.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 24.29% | 61.17%-36.9pp | 64.67%-40.4pp | 561.29%-537.0pp |
| Employer contribution / active EE | $3,142 | $5,313-40.9% | $4,672-32.8% | $4,660-32.6% |
| Participant deferral / active EE | $6,836 | $6,462+5.8% | $5,626+21.5% | $6,688+2.2% |
| Admin fee / account holder | $12,206 | $19,313-36.8% | $15,912-23.3% | $13,397-8.9% |