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 | $80,019 | $157,256-49.1% | $141,162-43.3% | $152,861-47.7% |
| Participation rate | 82.6% | 84.8%-2.2pp | 82.5%+0.1pp | 82.4%+0.2pp |
| Annual return | 23.41% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $7,432 | $5,261+41.3% | $4,735+57.0% | $4,762+56.1% |
| Participant deferral / active EE | $7,067 | $7,109-0.6% | $6,709+5.3% | $5,850+20.8% |
| Admin fee / account holder | $10,945 | $12,120-9.7% | $10,261+6.7% | $11,596-5.6% |