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 | $62,613 | $177,572-64.7% | $154,803-59.6% | $142,382-56.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 17.05% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,386 | $4,810-29.6% | $4,305-21.3% | $4,299-21.2% |
| Participant deferral / active EE | $5,505 | $6,272-12.2% | $5,540-0.6% | $6,507-15.4% |
| Admin fee / account holder | $751 | $16,786-95.5% | $14,329-94.8% | $12,624-94.0% |