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 | $58,228 | $177,572-67.2% | $154,803-62.4% | $142,382-59.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 18.48% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,324 | $4,810-51.7% | $4,305-46.0% | $4,299-46.0% |
| Participant deferral / active EE | $4,553 | $6,272-27.4% | $5,540-17.8% | $6,507-30.0% |
| Admin fee / account holder | $6,392 | $16,786-61.9% | $14,329-55.4% | $12,624-49.4% |