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 | $81,251 | $117,841-31.1% | $102,423-20.7% | $145,922-44.3% |
| Participation rate | 84.2% | 78.6%+5.6pp | 76.5%+7.7pp | 80.3%+3.9pp |
| Annual return | 17.72% | 31.65%-13.9pp | 29.32%-11.6pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,947 | $3,615-46.1% | $3,023-35.6% | $4,660-58.2% |
| Participant deferral / active EE | $3,590 | $5,731-37.4% | $5,053-28.9% | $6,688-46.3% |
| Admin fee / account holder | $9,743 | $13,326-26.9% | $9,451+3.1% | $13,397-27.3% |