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 | $66,122 | $179,726-63.2% | $156,263-57.7% | $142,382-53.6% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.9%+13.9pp | 80.1%+12.7pp |
| Annual return | 20.71% | 77.86%-57.1pp | 59.47%-38.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,549 | $5,069-10.3% | $4,333+5.0% | $4,299+5.8% |
| Participant deferral / active EE | $3,344 | $6,956-51.9% | $6,158-45.7% | $6,507-48.6% |
| Admin fee / account holder | $2,165 | $17,272-87.5% | $14,255-84.8% | $12,624-82.8% |