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 | $45,787 | $159,602-71.3% | $150,045-69.5% | $142,382-67.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.98% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,939 | $4,961-60.9% | $4,693-58.7% | $4,299-54.9% |
| Participant deferral / active EE | $5,361 | $8,310-35.5% | $7,997-33.0% | $6,507-17.6% |
| Admin fee / account holder | $487 | $14,846-96.7% | $13,435-96.4% | $12,624-96.1% |