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 | $81,464 | $183,519-55.6% | $155,509-47.6% | $145,922-44.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 19.10% | 61.17%-42.1pp | 64.67%-45.6pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,636 | $5,313-69.2% | $4,672-65.0% | $4,660-64.9% |
| Participant deferral / active EE | $7,384 | $6,462+14.3% | $5,626+31.2% | $6,688+10.4% |
| Admin fee / account holder | $336 | $19,313-98.3% | $15,912-97.9% | $13,397-97.5% |