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 7-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 | $84,759 | $179,726-52.8% | $156,263-45.8% | $142,382-40.5% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.9%+8.0pp | 80.1%+6.8pp |
| Annual return | 16.55% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,636 | $5,069-8.5% | $4,333+7.0% | $4,299+7.8% |
| Participant deferral / active EE | $10,209 | $6,956+46.8% | $6,158+65.8% | $6,507+56.9% |
| Admin fee / account holder | $12,221 | $17,272-29.2% | $14,255-14.3% | $12,624-3.2% |