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 9-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 | $75,317 | $175,202-57.0% | $149,673-49.7% | $139,434-46.0% |
| Participation rate | 84.2% | 83.4%+0.8pp | 78.8%+5.4pp | 80.3%+3.9pp |
| Annual return | 12.86% | 166.71%-153.8pp | 134.42%-121.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,626 | $5,474-70.3% | $4,818-66.2% | $4,751-65.8% |
| Participant deferral / active EE | $3,683 | $6,519-43.5% | $5,680-35.2% | $6,710-45.1% |
| Admin fee / account holder | $1,345 | $16,150-91.7% | $13,210-89.8% | $11,403-88.2% |