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 | $117,058 | $201,272-41.8% | $184,203-36.5% | $145,922-19.8% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 21.07% | 29.00%-7.9pp | 28.81%-7.7pp | 561.29%-540.2pp |
| Employer contribution / active EE | $3,106 | $7,022-55.8% | $6,427-51.7% | $4,660-33.4% |
| Participant deferral / active EE | $8,449 | $9,806-13.8% | $9,131-7.5% | $6,688+26.3% |
| Admin fee / account holder | $514 | $16,364-96.9% | $13,901-96.3% | $13,397-96.2% |