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 | $79,515 | $177,572-55.2% | $154,803-48.6% | $142,382-44.2% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.1%+8.3pp | 80.1%+6.2pp |
| Annual return | 11.62% | 65.07%-53.4pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,563 | $4,810-46.7% | $4,305-40.5% | $4,299-40.4% |
| Participant deferral / active EE | $5,574 | $6,272-11.1% | $5,540+0.6% | $6,507-14.3% |
| Admin fee / account holder | $1,665 | $16,786-90.1% | $14,329-88.4% | $12,624-86.8% |