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 | $115,693 | $214,378-46.0% | $200,582-42.3% | $142,382-18.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 12.89% | 46.41%-33.5pp | 42.33%-29.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,533 | $6,841-63.0% | $6,419-60.5% | $4,299-41.1% |
| Participant deferral / active EE | $6,221 | $9,865-36.9% | $9,331-33.3% | $6,507-4.4% |
| Admin fee / account holder | $3,029 | $17,692-82.9% | $16,305-81.4% | $12,624-76.0% |