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 | $51,646 | $179,726-71.3% | $156,263-66.9% | $142,382-63.7% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.9%+3.4pp | 80.1%+2.2pp |
| Annual return | 13.51% | 77.86%-64.3pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,536 | $5,069-69.7% | $4,333-64.6% | $4,299-64.3% |
| Participant deferral / active EE | $3,343 | $6,956-51.9% | $6,158-45.7% | $6,507-48.6% |
| Admin fee / account holder | $8,904 | $17,272-48.5% | $14,255-37.5% | $12,624-29.5% |