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 | $83,841 | $183,519-54.3% | $155,509-46.1% | $145,922-42.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.61% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,082 | $5,313-42.0% | $4,672-34.0% | $4,660-33.9% |
| Participant deferral / active EE | $6,874 | $6,462+6.4% | $5,626+22.2% | $6,688+2.8% |
| Admin fee / account holder | $385 | $19,313-98.0% | $15,912-97.6% | $13,397-97.1% |