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 | $60,258 | $148,534-59.4% | $135,903-55.7% | $139,434-56.8% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 20.15% | 79.19%-59.0pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $4,468 | $5,243-14.8% | $4,856-8.0% | $4,751-5.9% |
| Participant deferral / active EE | $8,405 | $8,100+3.8% | $7,758+8.3% | $6,710+25.3% |
| Admin fee / account holder | $4,266 | $12,400-65.6% | $10,762-60.4% | $11,403-62.6% |