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 | $55,079 | $89,753-38.6% | $107,525-48.8% | $84,808-35.1% |
| Participation rate | 71.7% | 68.1%+3.7pp | 75.1%-3.3pp | 68.3%+3.4pp |
| Annual return | 27.29% | 29.48%-2.2pp | 181.32%-154.0pp | 40.90%-13.6pp |
| Employer contribution / active EE | $3,021 | $3,113-3.0% | $3,754-19.5% | $2,631+14.8% |
| Participant deferral / active EE | $5,094 | $4,056+25.6% | $5,116-0.4% | $4,212+21.0% |
| Admin fee / account holder | $2,351 | $7,222-67.4% | $8,919-73.6% | $7,344-68.0% |