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 | $80,584 | $167,484-51.9% | $151,611-46.8% | $134,475-40.1% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.5%+7.7pp | 81.2%+14.0pp |
| Annual return | -2.33% | 7.80%-10.1pp | 3.33%-5.7pp | 417.96%-420.3pp |
| Employer contribution / active EE | $2,334 | $6,829-65.8% | $6,166-62.1% | $4,740-50.8% |
| Participant deferral / active EE | $3,427 | $8,986-61.9% | $8,363-59.0% | $6,400-46.5% |
| Admin fee / account holder | $1,561 | $13,783-88.7% | $11,616-86.6% | $11,426-86.3% |