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 | $81,718 | $74,888+9.1% | $71,209+14.8% | $142,382-42.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 18.27% | 345.14%-326.9pp | 282.51%-264.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,870 | $2,854+0.5% | $2,721+5.5% | $4,299-33.3% |
| Participant deferral / active EE | $7,623 | $4,454+71.1% | $4,175+82.6% | $6,507+17.1% |
| Admin fee / account holder | $6,018 | $5,568+8.1% | $5,349+12.5% | $12,624-52.3% |