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 | $85,577 | $159,602-46.4% | $150,045-43.0% | $142,382-39.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 17.88% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,894 | $4,961-41.7% | $4,693-38.3% | $4,299-32.7% |
| Participant deferral / active EE | $5,017 | $8,310-39.6% | $7,997-37.3% | $6,507-22.9% |
| Admin fee / account holder | $53,526 | $14,846+260.5% | $13,435+298.4% | $12,624+324.0% |