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 | $100,626 | $159,602-37.0% | $150,045-32.9% | $142,382-29.3% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 16.06% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,053 | $4,961-38.4% | $4,693-34.9% | $4,299-29.0% |
| Participant deferral / active EE | $9,011 | $8,310+8.4% | $7,997+12.7% | $6,507+38.5% |
| Admin fee / account holder | $1,050 | $14,846-92.9% | $13,435-92.2% | $12,624-91.7% |