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 | $88,017 | $159,602-44.9% | $150,045-41.3% | $142,382-38.2% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 18.96% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,031 | $4,961-38.9% | $4,693-35.4% | $4,299-29.5% |
| Participant deferral / active EE | $5,595 | $8,310-32.7% | $7,997-30.0% | $6,507-14.0% |
| Admin fee / account holder | $74,644 | $14,846+402.8% | $13,435+455.6% | $12,624+491.3% |