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 | $77,037 | $163,101-52.8% | $136,749-43.7% | $142,382-45.9% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 14.09% | 27.54%-13.5pp | 24.33%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,398 | $4,117-66.0% | $3,400-58.9% | $4,299-67.5% |
| Participant deferral / active EE | $2,891 | $5,585-48.2% | $4,692-38.4% | $6,507-55.6% |
| Admin fee / account holder | $17,360 | $14,318+21.2% | $11,386+52.5% | $12,624+37.5% |