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 | $88,503 | $179,726-50.8% | $156,263-43.4% | $142,382-37.8% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 23.80% | 77.86%-54.1pp | 59.47%-35.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $2,000 | $5,069-60.5% | $4,333-53.8% | $4,299-53.5% |
| Participant deferral / active EE | $6,886 | $6,956-1.0% | $6,158+11.8% | $6,507+5.8% |
| Admin fee / account holder | $1,161 | $17,272-93.3% | $14,255-91.9% | $12,624-90.8% |