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 | $79,993 | $157,256-49.1% | $141,162-43.3% | $152,861-47.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 16.58% | 64.32%-47.7pp | 71.39%-54.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,224 | $5,261-57.7% | $4,735-53.0% | $4,762-53.3% |
| Participant deferral / active EE | $8,815 | $7,109+24.0% | $6,709+31.4% | $5,850+50.7% |
| Admin fee / account holder | $9,221 | $12,120-23.9% | $10,261-10.1% | $11,596-20.5% |