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 | $77,964 | $185,822-58.0% | $169,993-54.1% | $139,434-44.1% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 24.25% | 60.50%-36.2pp | 53.37%-29.1pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,953 | $7,590-74.3% | $6,785-71.2% | $4,751-58.9% |
| Participant deferral / active EE | $10,484 | $11,622-9.8% | $10,408+0.7% | $6,710+56.2% |
| Admin fee / account holder | $2,071 | $15,381-86.5% | $12,815-83.8% | $11,403-81.8% |