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 | $76,851 | $226,064-66.0% | $182,532-57.9% | $152,861-49.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 12.87% | 192.51%-179.6pp | 148.54%-135.7pp | 345.32%-332.4pp |
| Employer contribution / active EE | $934 | $4,978-81.2% | $4,076-77.1% | $4,762-80.4% |
| Participant deferral / active EE | $6,278 | $6,368-1.4% | $5,524+13.6% | $5,850+7.3% |
| Admin fee / account holder | $761 | $10,703-92.9% | $8,592-91.1% | $11,596-93.4% |