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 | $113,343 | $159,602-29.0% | $150,045-24.5% | $142,382-20.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.82% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,961 | $4,961-40.3% | $4,693-36.9% | $4,299-31.1% |
| Participant deferral / active EE | $8,771 | $8,310+5.5% | $7,997+9.7% | $6,507+34.8% |
| Admin fee / account holder | $1,118 | $14,846-92.5% | $13,435-91.7% | $12,624-91.1% |