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 | $74,255 | $198,466-62.6% | $170,442-56.4% | $147,584-49.7% |
| Participation rate | 84.2% | 88.0%-3.8pp | 83.6%+0.6pp | 82.8%+1.4pp |
| Annual return | 21.54% | 257.29%-235.8pp | 205.93%-184.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,231 | $6,184-63.9% | $5,433-58.9% | $4,876-54.3% |
| Participant deferral / active EE | $6,227 | $5,629+10.6% | $4,939+26.1% | $5,439+14.5% |
| Admin fee / account holder | $340 | $16,852-98.0% | $13,880-97.5% | $10,885-96.9% |