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 | $81,584 | $114,381-28.7% | $107,525-24.1% | $142,382-42.7% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 18.78% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,919 | $4,015-52.2% | $3,754-48.9% | $4,299-55.4% |
| Participant deferral / active EE | $5,379 | $5,564-3.3% | $5,116+5.1% | $6,507-17.3% |
| Admin fee / account holder | $593 | $9,860-94.0% | $8,919-93.3% | $12,624-95.3% |