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 | $70,929 | $165,335-57.1% | $149,696-52.6% | $158,922-55.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 11.81% | 348.15%-336.3pp | 276.60%-264.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,703 | $5,103-47.0% | $4,644-41.8% | $4,761-43.2% |
| Participant deferral / active EE | $6,339 | $7,181-11.7% | $6,842-7.3% | $5,982+6.0% |
| Admin fee / account holder | $12,175 | $10,807+12.7% | $9,309+30.8% | $11,246+8.3% |