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 | $88,942 | $157,256-43.4% | $141,162-37.0% | $152,861-41.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 16.74% | 64.32%-47.6pp | 71.39%-54.6pp | 345.32%-328.6pp |
| Employer contribution / active EE | $5,106 | $5,261-2.9% | $4,735+7.8% | $4,762+7.2% |
| Participant deferral / active EE | $4,032 | $7,109-43.3% | $6,709-39.9% | $5,850-31.1% |
| Admin fee / account holder | $4,729 | $12,120-61.0% | $10,261-53.9% | $11,596-59.2% |