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 | $81,420 | $214,378-62.0% | $200,582-59.4% | $142,382-42.8% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 12.57% | 46.41%-33.8pp | 42.33%-29.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,590 | $6,841-62.1% | $6,419-59.7% | $4,299-39.8% |
| Participant deferral / active EE | $3,479 | $9,865-64.7% | $9,331-62.7% | $6,507-46.5% |
| Admin fee / account holder | $339 | $17,692-98.1% | $16,305-97.9% | $12,624-97.3% |