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 5-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 | $72,810 | $177,572-59.0% | $154,803-53.0% | $142,382-48.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 15.73% | 65.07%-49.3pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $9,535 | $4,810+98.2% | $4,305+121.5% | $4,299+121.8% |
| Participant deferral / active EE | $4,581 | $6,272-27.0% | $5,540-17.3% | $6,507-29.6% |
| Admin fee / account holder | $1,879 | $16,786-88.8% | $14,329-86.9% | $12,624-85.1% |