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 | $72,296 | $197,591-63.4% | $177,821-59.3% | $158,922-54.5% |
| Participation rate | 89.5% | 88.5%+0.9pp | 87.7%+1.8pp | 82.0%+7.5pp |
| Annual return | 21.54% | 58.76%-37.2pp | 48.32%-26.8pp | 302.83%-281.3pp |
| Employer contribution / active EE | $2,758 | $6,697-58.8% | $5,918-53.4% | $4,761-42.1% |
| Participant deferral / active EE | $3,969 | $8,405-52.8% | $7,714-48.5% | $5,982-33.7% |
| Admin fee / account holder | $12,148 | $15,399-21.1% | $12,427-2.3% | $11,246+8.0% |