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 | $56,988 | $214,378-73.4% | $200,582-71.6% | $142,382-60.0% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 17.26% | 46.41%-29.1pp | 42.33%-25.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $6,034 | $6,841-11.8% | $6,419-6.0% | $4,299+40.4% |
| Participant deferral / active EE | $6,120 | $9,865-38.0% | $9,331-34.4% | $6,507-5.9% |
| Admin fee / account holder | $14,807 | $17,692-16.3% | $16,305-9.2% | $12,624+17.3% |