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 | $58,729 | $148,534-60.5% | $135,903-56.8% | $139,434-57.9% |
| Participation rate | 82.6% | 83.9%-1.2pp | 81.9%+0.7pp | 80.3%+2.3pp |
| Annual return | 16.53% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,794 | $5,243-46.7% | $4,856-42.5% | $4,751-41.2% |
| Participant deferral / active EE | $4,595 | $8,100-43.3% | $7,758-40.8% | $6,710-31.5% |
| Admin fee / account holder | $6,508 | $12,400-47.5% | $10,762-39.5% | $11,403-42.9% |