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 | $73,910 | $177,572-58.4% | $154,803-52.3% | $142,382-48.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 18.07% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,922 | $4,810-18.5% | $4,305-8.9% | $4,299-8.8% |
| Participant deferral / active EE | $10,766 | $6,272+71.7% | $5,540+94.3% | $6,507+65.4% |
| Admin fee / account holder | $2,507 | $16,786-85.1% | $14,329-82.5% | $12,624-80.1% |