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 | $80,156 | $157,256-49.0% | $141,162-43.2% | $152,861-47.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 20.78% | 64.32%-43.5pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,890 | $5,261-45.1% | $4,735-39.0% | $4,762-39.3% |
| Participant deferral / active EE | $5,307 | $7,109-25.4% | $6,709-20.9% | $5,850-9.3% |
| Admin fee / account holder | $4,437 | $12,120-63.4% | $10,261-56.8% | $11,596-61.7% |