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 | $78,074 | $165,335-52.8% | $149,696-47.8% | $158,922-50.9% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 9.51% | 348.15%-338.6pp | 276.60%-267.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $2,459 | $5,103-51.8% | $4,644-47.1% | $4,761-48.4% |
| Participant deferral / active EE | $5,277 | $7,181-26.5% | $6,842-22.9% | $5,982-11.8% |
| Admin fee / account holder | $1,519 | $10,807-85.9% | $9,309-83.7% | $11,246-86.5% |