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 | $99,754 | $227,553-56.2% | $189,557-47.4% | $167,490-40.4% |
| Participation rate | 84.6% | 82.5%+2.1pp | 78.4%+6.2pp | 82.1%+2.5pp |
| Annual return | 12.58% | 78.40%-65.8pp | 64.17%-51.6pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,531 | $5,316-71.2% | $4,412-65.3% | $4,837-68.4% |
| Participant deferral / active EE | $3,434 | $7,002-51.0% | $6,174-44.4% | $6,341-45.8% |
| Admin fee / account holder | $12,870 | $11,878+8.4% | $9,807+31.2% | $12,309+4.6% |