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 | $80,990 | $148,534-45.5% | $135,903-40.4% | $139,434-41.9% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 18.73% | 79.19%-60.5pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $6,993 | $5,243+33.4% | $4,856+44.0% | $4,751+47.2% |
| Participant deferral / active EE | $9,792 | $8,100+20.9% | $7,758+26.2% | $6,710+45.9% |
| Admin fee / account holder | $3,560 | $12,400-71.3% | $10,762-66.9% | $11,403-68.8% |