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 9-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 | $105,617 | $176,056-40.0% | $159,436-33.8% | $167,490-36.9% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 11.85% | 331.75%-319.9pp | 263.57%-251.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $3,871 | $5,297-26.9% | $4,829-19.9% | $4,837-20.0% |
| Participant deferral / active EE | $7,496 | $7,750-3.3% | $7,352+2.0% | $6,341+18.2% |
| Admin fee / account holder | $9,019 | $12,554-28.2% | $10,799-16.5% | $12,309-26.7% |