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 | $79,091 | $165,335-52.2% | $149,696-47.2% | $158,922-50.2% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 14.40% | 348.15%-333.7pp | 276.60%-262.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,750 | $5,103-46.1% | $4,644-40.8% | $4,761-42.2% |
| Participant deferral / active EE | $5,266 | $7,181-26.7% | $6,842-23.0% | $5,982-12.0% |
| Admin fee / account holder | $9,354 | $10,807-13.4% | $9,309+0.5% | $11,246-16.8% |