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 | $87,385 | $185,822-53.0% | $169,993-48.6% | $139,434-37.3% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 17.82% | 60.50%-42.7pp | 53.37%-35.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $5,119 | $7,590-32.6% | $6,785-24.6% | $4,751+7.8% |
| Participant deferral / active EE | $5,876 | $11,622-49.4% | $10,408-43.5% | $6,710-12.4% |
| Admin fee / account holder | $664 | $15,381-95.7% | $12,815-94.8% | $11,403-94.2% |