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 | $228,332-64.9% | $185,823-56.9% | $158,922-49.6% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 12.72% | 40.80%-28.1pp | 35.95%-23.2pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,201 | $4,967-55.7% | $4,087-46.2% | $4,761-53.8% |
| Participant deferral / active EE | $4,834 | $6,415-24.6% | $5,632-14.2% | $5,982-19.2% |
| Admin fee / account holder | $5,709 | $11,864-51.9% | $9,500-39.9% | $11,246-49.2% |