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 | $89,559 | $159,602-43.9% | $150,045-40.3% | $142,382-37.1% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 18.94% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,553 | $4,961-8.2% | $4,693-3.0% | $4,299+5.9% |
| Participant deferral / active EE | $9,794 | $8,310+17.9% | $7,997+22.5% | $6,507+50.5% |
| Admin fee / account holder | $5,456 | $14,846-63.3% | $13,435-59.4% | $12,624-56.8% |