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 | $112,310 | $135,952-17.4% | $123,892-9.3% | $273,961-59.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 4.23% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $3,096 | $5,170-40.1% | $4,617-32.9% | $4,869-36.4% |
| Participant deferral / active EE | $8,054 | $6,343+27.0% | $5,984+34.6% | $5,287+52.3% |
| Admin fee / account holder | $38,624 | $9,817+293.4% | $8,357+362.2% | $10,132+281.2% |