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 | $109,172 | $159,602-31.6% | $150,045-27.2% | $142,382-23.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 13.72% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,643 | $4,961-26.6% | $4,693-22.4% | $4,299-15.3% |
| Participant deferral / active EE | $10,143 | $8,310+22.1% | $7,997+26.8% | $6,507+55.9% |
| Admin fee / account holder | $1,970 | $14,846-86.7% | $13,435-85.3% | $12,624-84.4% |