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 | $78,789 | $177,572-55.6% | $154,803-49.1% | $142,382-44.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 20.64% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,291 | $4,810-52.4% | $4,305-46.8% | $4,299-46.7% |
| Participant deferral / active EE | $3,249 | $6,272-48.2% | $5,540-41.4% | $6,507-50.1% |
| Admin fee / account holder | $1,026 | $16,786-93.9% | $14,329-92.8% | $12,624-91.9% |