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 | $115,538 | $177,572-34.9% | $154,803-25.4% | $142,382-18.9% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 13.67% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $966 | $4,810-79.9% | $4,305-77.6% | $4,299-77.5% |
| Participant deferral / active EE | $5,893 | $6,272-6.0% | $5,540+6.4% | $6,507-9.4% |
| Admin fee / account holder | $27,400 | $16,786+63.2% | $14,329+91.2% | $12,624+117.1% |