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 | $54,790 | $177,572-69.1% | $154,803-64.6% | $142,382-61.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 16.86% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $6,016 | $4,810+25.1% | $4,305+39.7% | $4,299+39.9% |
| Participant deferral / active EE | $5,179 | $6,272-17.4% | $5,540-6.5% | $6,507-20.4% |
| Admin fee / account holder | $15,101 | $16,786-10.0% | $14,329+5.4% | $12,624+19.6% |