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 | $55,099 | $177,572-69.0% | $154,803-64.4% | $142,382-61.3% |
| Participation rate | 79.2% | 82.1%-2.9pp | 78.1%+1.1pp | 80.1%-1.0pp |
| Annual return | 17.54% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,295 | $4,810-52.3% | $4,305-46.7% | $4,299-46.6% |
| Participant deferral / active EE | $3,724 | $6,272-40.6% | $5,540-32.8% | $6,507-42.8% |
| Admin fee / account holder | $10,425 | $16,786-37.9% | $14,329-27.2% | $12,624-17.4% |