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 | $69,781 | $135,952-48.7% | $123,892-43.7% | $273,961-74.5% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 9.04% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $5,130 | $5,170-0.8% | $4,617+11.1% | $4,869+5.4% |
| Participant deferral / active EE | $8,649 | $6,343+36.4% | $5,984+44.5% | $5,287+63.6% |
| Admin fee / account holder | $2,899 | $9,817-70.5% | $8,357-65.3% | $10,132-71.4% |