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 | $56,904 | $177,572-68.0% | $154,803-63.2% | $142,382-60.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 16.55% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,678 | $4,810-23.5% | $4,305-14.6% | $4,299-14.4% |
| Participant deferral / active EE | $4,820 | $6,272-23.1% | $5,540-13.0% | $6,507-25.9% |
| Admin fee / account holder | $3,170 | $16,786-81.1% | $14,329-77.9% | $12,624-74.9% |