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 | $85,847 | $148,534-42.2% | $135,903-36.8% | $139,434-38.4% |
| Participation rate | 73.7% | 83.9%-10.2pp | 81.9%-8.2pp | 80.3%-6.6pp |
| Annual return | 14.80% | 79.19%-64.4pp | 68.23%-53.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,559 | $5,243-51.2% | $4,856-47.3% | $4,751-46.1% |
| Participant deferral / active EE | $5,058 | $8,100-37.6% | $7,758-34.8% | $6,710-24.6% |
| Admin fee / account holder | $6,329 | $12,400-49.0% | $10,762-41.2% | $11,403-44.5% |