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 | $51,320 | $177,572-71.1% | $154,803-66.8% | $142,382-64.0% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.1%+4.3pp | 80.1%+2.2pp |
| Annual return | 12.06% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,416 | $4,810-29.0% | $4,305-20.7% | $4,299-20.5% |
| Participant deferral / active EE | $5,466 | $6,272-12.8% | $5,540-1.3% | $6,507-16.0% |
| Admin fee / account holder | $8,159 | $16,786-51.4% | $14,329-43.1% | $12,624-35.4% |