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 | $81,654 | $106,584-23.4% | $101,326-19.4% | $142,382-42.7% |
| Participation rate | 93.3% | 82.7%+10.6pp | 81.5%+11.8pp | 80.1%+13.2pp |
| Annual return | 14.99% | 36.93%-21.9pp | 36.82%-21.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,004 | $3,956-24.1% | $3,665-18.0% | $4,299-30.1% |
| Participant deferral / active EE | $7,713 | $8,297-7.0% | $7,994-3.5% | $6,507+18.5% |
| Admin fee / account holder | $493 | $11,446-95.7% | $11,185-95.6% | $12,624-96.1% |