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 | $86,370 | $177,572-51.4% | $154,803-44.2% | $142,382-39.3% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.1%+8.3pp | 80.1%+6.2pp |
| Annual return | 15.71% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,629 | $4,810-66.1% | $4,305-62.2% | $4,299-62.1% |
| Participant deferral / active EE | $3,220 | $6,272-48.7% | $5,540-41.9% | $6,507-50.5% |
| Admin fee / account holder | $3,904 | $16,786-76.7% | $14,329-72.8% | $12,624-69.1% |