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 | $66,188 | $159,602-58.5% | $150,045-55.9% | $142,382-53.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 15.69% | 70.24%-54.5pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,006 | $4,961-19.2% | $4,693-14.6% | $4,299-6.8% |
| Participant deferral / active EE | $5,024 | $8,310-39.5% | $7,997-37.2% | $6,507-22.8% |
| Admin fee / account holder | $1,975 | $14,846-86.7% | $13,435-85.3% | $12,624-84.4% |