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 | $75,248 | $106,584-29.4% | $101,326-25.7% | $142,382-47.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 18.89% | 36.93%-18.0pp | 36.82%-17.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,882 | $3,956-52.4% | $3,665-48.6% | $4,299-56.2% |
| Participant deferral / active EE | $8,392 | $8,297+1.1% | $7,994+5.0% | $6,507+29.0% |
| Admin fee / account holder | $13,560 | $11,446+18.5% | $11,185+21.2% | $12,624+7.4% |