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 | $70,711 | $133,922-47.2% | $116,228-39.2% | $142,382-50.3% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.6%+10.4pp | 80.1%+4.9pp |
| Annual return | 15.48% | 147.76%-132.3pp | 90.06%-74.6pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,164 | $3,446-8.2% | $2,994+5.7% | $4,299-26.4% |
| Participant deferral / active EE | $4,820 | $5,672-15.0% | $4,953-2.7% | $6,507-25.9% |
| Admin fee / account holder | $14,435 | $14,945-3.4% | $11,989+20.4% | $12,624+14.3% |