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 | $82,928 | $106,584-22.2% | $101,326-18.2% | $142,382-41.8% |
| Participation rate | 94.1% | 82.7%+11.4pp | 81.5%+12.6pp | 80.1%+14.0pp |
| Annual return | 14.01% | 36.93%-22.9pp | 36.82%-22.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,665 | $3,956-32.6% | $3,665-27.3% | $4,299-38.0% |
| Participant deferral / active EE | $2,575 | $8,297-69.0% | $7,994-67.8% | $6,507-60.4% |
| Admin fee / account holder | $963 | $11,446-91.6% | $11,185-91.4% | $12,624-92.4% |