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 | $79,298 | $96,635-17.9% | $86,612-8.4% | $139,434-43.1% |
| Participation rate | 72.2% | 74.4%-2.2pp | 71.7%+0.5pp | 80.3%-8.1pp |
| Annual return | 17.88% | 106.41%-88.5pp | 591.07%-573.2pp | 372.94%-355.1pp |
| Employer contribution / active EE | $671 | $3,263-79.4% | $3,022-77.8% | $4,751-85.9% |
| Participant deferral / active EE | $5,305 | $4,836+9.7% | $4,438+19.5% | $6,710-20.9% |
| Admin fee / account holder | $1,435 | $6,408-77.6% | $5,614-74.4% | $11,403-87.4% |