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 | $96,755 | $217,402-55.5% | $185,823-47.9% | $167,490-42.2% |
| Participation rate | 86.7% | 86.0%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 11.92% | 148.36%-136.4pp | 122.05%-110.1pp | 478.56%-466.6pp |
| Employer contribution / active EE | $5,667 | $5,873-3.5% | $5,167+9.7% | $4,837+17.1% |
| Participant deferral / active EE | $3,872 | $6,356-39.1% | $5,568-30.5% | $6,341-38.9% |
| Admin fee / account holder | $9,355 | $19,811-52.8% | $16,237-42.4% | $12,309-24.0% |