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 | $58,469 | $159,602-63.4% | $150,045-61.0% | $142,382-58.9% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 13.29% | 70.24%-56.9pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,105 | $4,961-37.4% | $4,693-33.8% | $4,299-27.8% |
| Participant deferral / active EE | $6,589 | $8,310-20.7% | $7,997-17.6% | $6,507+1.3% |
| Admin fee / account holder | $6,157 | $14,846-58.5% | $13,435-54.2% | $12,624-51.2% |