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 | $66,078 | $177,572-62.8% | $154,803-57.3% | $142,382-53.6% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 13.29% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,235 | $4,810-32.7% | $4,305-24.9% | $4,299-24.7% |
| Participant deferral / active EE | $2,241 | $6,272-64.3% | $5,540-59.5% | $6,507-65.6% |
| Admin fee / account holder | $2,020 | $16,786-88.0% | $14,329-85.9% | $12,624-84.0% |