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 | $63,738 | $159,602-60.1% | $150,045-57.5% | $142,382-55.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 20.50% | 70.24%-49.7pp | 62.55%-42.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,940 | $4,961-0.4% | $4,693+5.3% | $4,299+14.9% |
| Participant deferral / active EE | $9,699 | $8,310+16.7% | $7,997+21.3% | $6,507+49.0% |
| Admin fee / account holder | $1,135 | $14,846-92.4% | $13,435-91.6% | $12,624-91.0% |