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 | $154,331 | $228,332-32.4% | $185,823-16.9% | $158,922-2.9% |
| Participation rate | 84.2% | 82.3%+1.9pp | 78.0%+6.2pp | 82.0%+2.3pp |
| Annual return | 30.02% | 40.80%-10.8pp | 35.95%-5.9pp | 302.83%-272.8pp |
| Employer contribution / active EE | $4,967 | $4,9670% | $4,087+21.5% | $4,761+4.3% |
| Participant deferral / active EE | $12,037 | $6,415+87.6% | $5,632+113.7% | $5,982+101.2% |
| Admin fee / account holder | $1,148 | $11,864-90.3% | $9,500-87.9% | $11,246-89.8% |