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 | $99,529 | $177,572-44.0% | $154,803-35.7% | $142,382-30.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 14.54% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,279 | $4,810-31.8% | $4,305-23.9% | $4,299-23.7% |
| Participant deferral / active EE | $5,337 | $6,272-14.9% | $5,540-3.7% | $6,507-18.0% |
| Admin fee / account holder | $741 | $16,786-95.6% | $14,329-94.8% | $12,624-94.1% |