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 | $76,130 | $159,602-52.3% | $150,045-49.3% | $142,382-46.5% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.3%+0.3pp | 80.1%+2.5pp |
| Annual return | 16.20% | 70.24%-54.0pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,658 | $4,961-46.4% | $4,693-43.4% | $4,299-38.2% |
| Participant deferral / active EE | $5,545 | $8,310-33.3% | $7,997-30.7% | $6,507-14.8% |
| Admin fee / account holder | $1,220 | $14,846-91.8% | $13,435-90.9% | $12,624-90.3% |