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 | $74,405 | $148,534-49.9% | $135,903-45.3% | $139,434-46.6% |
| Participation rate | 84.2% | 83.9%+0.4pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 15.65% | 79.19%-63.5pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $5,671 | $5,243+8.2% | $4,856+16.8% | $4,751+19.4% |
| Participant deferral / active EE | $6,736 | $8,100-16.8% | $7,758-13.2% | $6,710+0.4% |
| Admin fee / account holder | $6,186 | $12,400-50.1% | $10,762-42.5% | $11,403-45.7% |