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 | $115,865 | $103,376+12.1% | $87,100+33.0% | $152,861-24.2% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 21.58% | 28.10%-6.5pp | 28.19%-6.6pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,530 | $3,220-52.5% | $2,521-39.3% | $4,762-67.9% |
| Participant deferral / active EE | $2,423 | $4,778-49.3% | $4,049-40.2% | $5,850-58.6% |
| Admin fee / account holder | $2,976 | $12,205-75.6% | $7,497-60.3% | $11,596-74.3% |