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 | $166,482 | $159,602+4.3% | $150,045+11.0% | $142,382+16.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 17.39% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,112 | $4,961-17.1% | $4,693-12.4% | $4,299-4.3% |
| Participant deferral / active EE | $8,674 | $8,310+4.4% | $7,997+8.5% | $6,507+33.3% |
| Admin fee / account holder | $4,017 | $14,846-72.9% | $13,435-70.1% | $12,624-68.2% |