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 | $109,622 | $214,378-48.9% | $200,582-45.3% | $142,382-23.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 12.70% | 46.41%-33.7pp | 42.33%-29.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,828 | $6,841-73.3% | $6,419-71.5% | $4,299-57.5% |
| Participant deferral / active EE | $5,647 | $9,865-42.8% | $9,331-39.5% | $6,507-13.2% |
| Admin fee / account holder | $18,052 | $17,692+2.0% | $16,305+10.7% | $12,624+43.0% |