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 | $93,201 | $157,256-40.7% | $141,162-34.0% | $152,861-39.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 21.12% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,932 | $5,261-44.3% | $4,735-38.1% | $4,762-38.4% |
| Participant deferral / active EE | $4,708 | $7,109-33.8% | $6,709-29.8% | $5,850-19.5% |
| Admin fee / account holder | $1,066 | $12,120-91.2% | $10,261-89.6% | $11,596-90.8% |