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 | $92,615 | $148,534-37.6% | $135,903-31.9% | $139,434-33.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 14.68% | 79.19%-64.5pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $6,096 | $5,243+16.3% | $4,856+25.5% | $4,751+28.3% |
| Participant deferral / active EE | $11,312 | $8,100+39.6% | $7,758+45.8% | $6,710+68.6% |
| Admin fee / account holder | $797 | $12,400-93.6% | $10,762-92.6% | $11,403-93.0% |