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 | $87,685 | $177,572-50.6% | $154,803-43.4% | $142,382-38.4% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.1%+8.9pp | 80.1%+6.8pp |
| Annual return | 13.11% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,038 | $4,810-36.8% | $4,305-29.4% | $4,299-29.3% |
| Participant deferral / active EE | $2,468 | $6,272-60.6% | $5,540-55.5% | $6,507-62.1% |
| Admin fee / account holder | $5,608 | $16,786-66.6% | $14,329-60.9% | $12,624-55.6% |