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 | $66,111 | $177,572-62.8% | $154,803-57.3% | $142,382-53.6% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 17.43% | 65.07%-47.6pp | 58.88%-41.5pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,953 | $4,810-38.6% | $4,305-31.4% | $4,299-31.3% |
| Participant deferral / active EE | $5,915 | $6,272-5.7% | $5,540+6.8% | $6,507-9.1% |
| Admin fee / account holder | $4,662 | $16,786-72.2% | $14,329-67.5% | $12,624-63.1% |