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 | $118,896 | $177,572-33.0% | $154,803-23.2% | $142,382-16.5% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 68.15% | 65.07%+3.1pp | 58.88%+9.3pp | 217.08%-148.9pp |
| Employer contribution / active EE | $2,404 | $4,810-50.0% | $4,305-44.2% | $4,299-44.1% |
| Participant deferral / active EE | $8,529 | $6,272+36.0% | $5,540+53.9% | $6,507+31.1% |
| Admin fee / account holder | $5,187 | $16,786-69.1% | $14,329-63.8% | $12,624-58.9% |