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 5-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 | $63,835 | $159,602-60.0% | $150,045-57.5% | $142,382-55.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 17.85% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,214 | $4,961-15.0% | $4,693-10.2% | $4,299-2.0% |
| Participant deferral / active EE | $7,900 | $8,310-4.9% | $7,997-1.2% | $6,507+21.4% |
| Admin fee / account holder | $2,381 | $14,846-84.0% | $13,435-82.3% | $12,624-81.1% |