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 | $83,224 | $159,602-47.9% | $150,045-44.5% | $142,382-41.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 16.38% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $6,504 | $4,961+31.1% | $4,693+38.6% | $4,299+51.3% |
| Participant deferral / active EE | $6,082 | $8,310-26.8% | $7,997-24.0% | $6,507-6.5% |
| Admin fee / account holder | $1,204 | $14,846-91.9% | $13,435-91.0% | $12,624-90.5% |