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 | $76,566 | $214,378-64.3% | $200,582-61.8% | $142,382-46.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 31.58% | 46.41%-14.8pp | 42.33%-10.8pp | 217.08%-185.5pp |
| Employer contribution / active EE | $5,153 | $6,841-24.7% | $6,419-19.7% | $4,299+19.9% |
| Participant deferral / active EE | $4,434 | $9,865-55.1% | $9,331-52.5% | $6,507-31.9% |
| Admin fee / account holder | $2,294 | $17,692-87.0% | $16,305-85.9% | $12,624-81.8% |