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 | $76,096 | $177,572-57.1% | $154,803-50.8% | $142,382-46.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 13.68% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,512 | $4,810-27.0% | $4,305-18.4% | $4,299-18.3% |
| Participant deferral / active EE | $4,814 | $6,272-23.2% | $5,540-13.1% | $6,507-26.0% |
| Admin fee / account holder | $14,445 | $16,786-13.9% | $14,329+0.8% | $12,624+14.4% |