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 | $88,203 | $148,534-40.6% | $135,903-35.1% | $139,434-36.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 16.79% | 79.19%-62.4pp | 68.23%-51.4pp | 372.94%-356.2pp |
| Employer contribution / active EE | $6,501 | $5,243+24.0% | $4,856+33.9% | $4,751+36.8% |
| Participant deferral / active EE | $6,410 | $8,100-20.9% | $7,758-17.4% | $6,710-4.5% |
| Admin fee / account holder | $8,131 | $12,400-34.4% | $10,762-24.4% | $11,403-28.7% |