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 | $64,872 | $177,572-63.5% | $154,803-58.1% | $142,382-54.4% |
| Participation rate | 82.6% | 82.1%+0.6pp | 78.1%+4.5pp | 80.1%+2.5pp |
| Annual return | 13.77% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,759 | $4,810-42.6% | $4,305-35.9% | $4,299-35.8% |
| Participant deferral / active EE | $4,260 | $6,272-32.1% | $5,540-23.1% | $6,507-34.5% |
| Admin fee / account holder | $28,200 | $16,786+68.0% | $14,329+96.8% | $12,624+123.4% |