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 | $168,861 | $154,117+9.6% | $129,995+29.9% | $139,434+21.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 18.36% | 32.48%-14.1pp | -137.18%+155.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,893 | $5,289-64.2% | $4,320-56.2% | $4,751-60.1% |
| Participant deferral / active EE | $4,012 | $6,710-40.2% | $5,820-31.1% | $6,710-40.2% |
| Admin fee / account holder | $12,562 | $14,007-10.3% | $10,614+18.3% | $11,403+10.2% |