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 8-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 | $117,766 | $175,202-32.8% | $149,673-21.3% | $139,434-15.5% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 17.58% | 166.71%-149.1pp | 134.42%-116.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $5,760 | $5,474+5.2% | $4,818+19.6% | $4,751+21.2% |
| Participant deferral / active EE | $6,287 | $6,519-3.6% | $5,680+10.7% | $6,710-6.3% |
| Admin fee / account holder | $2,305 | $16,150-85.7% | $13,210-82.6% | $11,403-79.8% |