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 | $56,529 | $197,591-71.4% | $177,821-68.2% | $158,922-64.4% |
| Participation rate | 89.5% | 88.5%+0.9pp | 87.7%+1.8pp | 82.0%+7.5pp |
| Annual return | 22.02% | 58.76%-36.7pp | 48.32%-26.3pp | 302.83%-280.8pp |
| Employer contribution / active EE | $3,055 | $6,697-54.4% | $5,918-48.4% | $4,761-35.8% |
| Participant deferral / active EE | $6,713 | $8,405-20.1% | $7,714-13.0% | $5,982+12.2% |
| Admin fee / account holder | $792 | $15,399-94.9% | $12,427-93.6% | $11,246-93.0% |