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 | $80,713 | $179,726-55.1% | $156,263-48.3% | $142,382-43.3% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.9%+14.4pp | 80.1%+13.2pp |
| Annual return | 28.46% | 77.86%-49.4pp | 59.47%-31.0pp | 217.08%-188.6pp |
| Employer contribution / active EE | $2,419 | $5,069-52.3% | $4,333-44.2% | $4,299-43.7% |
| Participant deferral / active EE | $7,058 | $6,956+1.5% | $6,158+14.6% | $6,507+8.5% |
| Admin fee / account holder | $1,525 | $17,272-91.2% | $14,255-89.3% | $12,624-87.9% |