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 | $72,995 | $159,602-54.3% | $150,045-51.4% | $142,382-48.7% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 144.79% | 70.24%+74.6pp | 62.55%+82.2pp | 217.08%-72.3pp |
| Employer contribution / active EE | $5,107 | $4,961+3.0% | $4,693+8.8% | $4,299+18.8% |
| Participant deferral / active EE | $6,043 | $8,310-27.3% | $7,997-24.4% | $6,507-7.1% |
| Admin fee / account holder | $392 | $14,846-97.4% | $13,435-97.1% | $12,624-96.9% |