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 | $118,993 | $217,402-45.3% | $185,823-36.0% | $167,490-29.0% |
| Participation rate | 95.8% | 86.0%+9.8pp | 81.7%+14.1pp | 82.1%+13.7pp |
| Annual return | 17.21% | 148.36%-131.1pp | 122.05%-104.8pp | 478.56%-461.3pp |
| Employer contribution / active EE | $5,234 | $5,873-10.9% | $5,167+1.3% | $4,837+8.2% |
| Participant deferral / active EE | $6,646 | $6,356+4.6% | $5,568+19.4% | $6,341+4.8% |
| Admin fee / account holder | $379 | $19,811-98.1% | $16,237-97.7% | $12,309-96.9% |