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 | $104,053 | $159,602-34.8% | $150,045-30.7% | $142,382-26.9% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.3%+4.0pp | 80.1%+6.2pp |
| Annual return | 14.34% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,691 | $4,961-25.6% | $4,693-21.4% | $4,299-14.2% |
| Participant deferral / active EE | $8,695 | $8,310+4.6% | $7,997+8.7% | $6,507+33.6% |
| Admin fee / account holder | $11,568 | $14,846-22.1% | $13,435-13.9% | $12,624-8.4% |