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 | $142,723 | $148,534-3.9% | $135,903+5.0% | $139,434+2.4% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 16.18% | 79.19%-63.0pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $5,906 | $5,243+12.6% | $4,856+21.6% | $4,751+24.3% |
| Participant deferral / active EE | $6,721 | $8,100-17.0% | $7,758-13.4% | $6,710+0.2% |
| Admin fee / account holder | $1,748 | $12,400-85.9% | $10,762-83.8% | $11,403-84.7% |