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 | $99,125 | $157,256-37.0% | $141,162-29.8% | $152,861-35.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 32.00% | 64.32%-32.3pp | 71.39%-39.4pp | 345.32%-313.3pp |
| Employer contribution / active EE | $6,055 | $5,261+15.1% | $4,735+27.9% | $4,762+27.2% |
| Participant deferral / active EE | $5,997 | $7,109-15.7% | $6,709-10.6% | $5,850+2.5% |
| Admin fee / account holder | $589 | $12,120-95.1% | $10,261-94.3% | $11,596-94.9% |