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 | $59,601 | $177,572-66.4% | $154,803-61.5% | $142,382-58.1% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.1%+4.3pp | 80.1%+2.2pp |
| Annual return | 39.05% | 65.07%-26.0pp | 58.88%-19.8pp | 217.08%-178.0pp |
| Employer contribution / active EE | $2,635 | $4,810-45.2% | $4,305-38.8% | $4,299-38.7% |
| Participant deferral / active EE | $4,509 | $6,272-28.1% | $5,540-18.6% | $6,507-30.7% |
| Admin fee / account holder | $10,464 | $16,786-37.7% | $14,329-27.0% | $12,624-17.1% |