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 | $69,225 | $226,064-69.4% | $182,532-62.1% | $152,861-54.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 18.06% | 192.51%-174.4pp | 148.54%-130.5pp | 345.32%-327.3pp |
| Employer contribution / active EE | $848 | $4,978-83.0% | $4,076-79.2% | $4,762-82.2% |
| Participant deferral / active EE | $2,413 | $6,368-62.1% | $5,524-56.3% | $5,850-58.8% |
| Admin fee / account holder | $1,630 | $10,703-84.8% | $8,592-81.0% | $11,596-85.9% |