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 | $75,892 | $142,405-46.7% | $115,157-34.1% | $152,861-50.4% |
| Participation rate | 81.8% | 82.4%-0.5pp | 75.9%+5.9pp | 82.4%-0.6pp |
| Annual return | 18.83% | 41.48%-22.6pp | 35.60%-16.8pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,539 | $4,010-36.7% | $3,179-20.1% | $4,762-46.7% |
| Participant deferral / active EE | $3,298 | $5,164-36.1% | $4,168-20.9% | $5,850-43.6% |
| Admin fee / account holder | $7,408 | $8,462-12.5% | $7,088+4.5% | $11,596-36.1% |