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 | $74,833 | $177,572-57.9% | $154,803-51.7% | $142,382-47.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 12.36% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,737 | $4,810-43.1% | $4,305-36.4% | $4,299-36.3% |
| Participant deferral / active EE | $6,307 | $6,272+0.6% | $5,540+13.8% | $6,507-3.1% |
| Admin fee / account holder | $414 | $16,786-97.5% | $14,329-97.1% | $12,624-96.7% |