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 | $72,161 | $177,572-59.4% | $154,803-53.4% | $142,382-49.3% |
| Participation rate | 79.2% | 82.1%-2.9pp | 78.1%+1.1pp | 80.1%-1.0pp |
| Annual return | 15.40% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,969 | $4,810-59.1% | $4,305-54.3% | $4,299-54.2% |
| Participant deferral / active EE | $4,995 | $6,272-20.4% | $5,540-9.8% | $6,507-23.2% |
| Admin fee / account holder | $995 | $16,786-94.1% | $14,329-93.1% | $12,624-92.1% |