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 | $91,024 | $183,519-50.4% | $155,509-41.5% | $145,922-37.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 15.56% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $4,603 | $5,313-13.4% | $4,672-1.5% | $4,660-1.2% |
| Participant deferral / active EE | $4,525 | $6,462-30.0% | $5,626-19.6% | $6,688-32.3% |
| Admin fee / account holder | $1,702 | $19,313-91.2% | $15,912-89.3% | $13,397-87.3% |