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 | $92,904 | $165,984-44.0% | $164,813-43.6% | $145,922-36.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 12.16% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.1pp |
| Employer contribution / active EE | $5,784 | $5,273+9.7% | $4,341+33.2% | $4,660+24.1% |
| Participant deferral / active EE | $9,775 | $6,959+40.5% | $6,031+62.1% | $6,688+46.2% |
| Admin fee / account holder | $63,081 | $16,648+278.9% | $12,690+397.1% | $13,397+370.9% |