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 | $97,837 | $148,534-34.1% | $135,903-28.0% | $139,434-29.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 24.93% | 79.19%-54.3pp | 68.23%-43.3pp | 372.94%-348.0pp |
| Employer contribution / active EE | $5,361 | $5,243+2.3% | $4,856+10.4% | $4,751+12.9% |
| Participant deferral / active EE | $8,933 | $8,100+10.3% | $7,758+15.1% | $6,710+33.1% |
| Admin fee / account holder | $887 | $12,400-92.8% | $10,762-91.8% | $11,403-92.2% |