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 | $122,511 | $177,572-31.0% | $154,803-20.9% | $142,382-14.0% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 12.34% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,376 | $4,810-50.6% | $4,305-44.8% | $4,299-44.7% |
| Participant deferral / active EE | $6,523 | $6,272+4.0% | $5,540+17.7% | $6,507+0.2% |
| Admin fee / account holder | $18,760 | $16,786+11.8% | $14,329+30.9% | $12,624+48.6% |