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 | $45,568 | $177,572-74.3% | $154,803-70.6% | $142,382-68.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 13.08% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,978 | $4,810-38.1% | $4,305-30.8% | $4,299-30.7% |
| Participant deferral / active EE | $3,885 | $6,272-38.1% | $5,540-29.9% | $6,507-40.3% |
| Admin fee / account holder | $531 | $16,786-96.8% | $14,329-96.3% | $12,624-95.8% |