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 | $62,512 | $177,572-64.8% | $154,803-59.6% | $142,382-56.1% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.1%+4.3pp | 80.1%+2.2pp |
| Annual return | 17.53% | 65.07%-47.5pp | 58.88%-41.4pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,705 | $4,810-2.2% | $4,305+9.3% | $4,299+9.4% |
| Participant deferral / active EE | $3,334 | $6,272-46.8% | $5,540-39.8% | $6,507-48.8% |
| Admin fee / account holder | $5,269 | $16,786-68.6% | $14,329-63.2% | $12,624-58.3% |