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 | $108,045 | $159,602-32.3% | $150,045-28.0% | $142,382-24.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.93% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,401 | $4,961-51.6% | $4,693-48.8% | $4,299-44.1% |
| Participant deferral / active EE | $6,690 | $8,310-19.5% | $7,997-16.3% | $6,507+2.8% |
| Admin fee / account holder | $1,378 | $14,846-90.7% | $13,435-89.7% | $12,624-89.1% |