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 | $73,666 | $157,256-53.2% | $141,162-47.8% | $152,861-51.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 18.38% | 64.32%-45.9pp | 71.39%-53.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $4,824 | $5,261-8.3% | $4,735+1.9% | $4,762+1.3% |
| Participant deferral / active EE | $7,554 | $7,109+6.2% | $6,709+12.6% | $5,850+29.1% |
| Admin fee / account holder | $15,325 | $12,120+26.4% | $10,261+49.4% | $11,596+32.2% |