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 | $101,955 | $177,572-42.6% | $154,803-34.1% | $142,382-28.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 12.36% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,971 | $4,810-38.2% | $4,305-31.0% | $4,299-30.9% |
| Participant deferral / active EE | $11,344 | $6,272+80.9% | $5,540+104.8% | $6,507+74.3% |
| Admin fee / account holder | $23,992 | $16,786+42.9% | $14,329+67.4% | $12,624+90.1% |