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 | $95,594 | $177,572-46.2% | $154,803-38.2% | $142,382-32.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 11.33% | 65.07%-53.7pp | 58.88%-47.6pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,871 | $4,810-19.5% | $4,305-10.1% | $4,299-10.0% |
| Participant deferral / active EE | $12,988 | $6,272+107.1% | $5,540+134.4% | $6,507+99.6% |
| Admin fee / account holder | $986 | $16,786-94.1% | $14,329-93.1% | $12,624-92.2% |