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 | $112,739 | $177,572-36.5% | $154,803-27.2% | $142,382-20.8% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.1%-1.6pp | 80.1%-3.6pp |
| Annual return | 14.11% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,209 | $4,810-12.5% | $4,305-2.2% | $4,299-2.1% |
| Participant deferral / active EE | $13,876 | $6,272+121.3% | $5,540+150.4% | $6,507+113.2% |
| Admin fee / account holder | $11,401 | $16,786-32.1% | $14,329-20.4% | $12,624-9.7% |