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 | $85,229 | $86,286-1.2% | $111,297-23.4% | $85,850-0.7% |
| Participation rate | 77.3% | 73.3%+3.9pp | 77.3%0pp | 69.3%+8.0pp |
| Annual return | 15.83% | 19.99%-4.2pp | 54.65%-38.8pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,917 | $2,043-6.2% | $2,731-29.8% | $2,565-25.3% |
| Participant deferral / active EE | $4,149 | $3,641+14.0% | $4,487-7.5% | $3,952+5.0% |
| Admin fee / account holder | $9,114 | $8,188+11.3% | $7,964+14.4% | $6,260+45.6% |