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 | $83,509 | $159,602-47.7% | $150,045-44.3% | $142,382-41.3% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 12.89% | 70.24%-57.3pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,938 | $4,961-20.6% | $4,693-16.1% | $4,299-8.4% |
| Participant deferral / active EE | $7,783 | $8,310-6.3% | $7,997-2.7% | $6,507+19.6% |
| Admin fee / account holder | $768 | $14,846-94.8% | $13,435-94.3% | $12,624-93.9% |