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 | $76,761 | $177,572-56.8% | $154,803-50.4% | $142,382-46.1% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 17.02% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $8,171 | $4,810+69.9% | $4,305+89.8% | $4,299+90.1% |
| Participant deferral / active EE | $3,995 | $6,272-36.3% | $5,540-27.9% | $6,507-38.6% |
| Admin fee / account holder | $1,744 | $16,786-89.6% | $14,329-87.8% | $12,624-86.2% |