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 | $87,166 | $159,602-45.4% | $150,045-41.9% | $142,382-38.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 36.38% | 70.24%-33.9pp | 62.55%-26.2pp | 217.08%-180.7pp |
| Employer contribution / active EE | $6,736 | $4,961+35.8% | $4,693+43.5% | $4,299+56.7% |
| Participant deferral / active EE | $3,681 | $8,310-55.7% | $7,997-54.0% | $6,507-43.4% |
| Admin fee / account holder | $7,592 | $14,846-48.9% | $13,435-43.5% | $12,624-39.9% |