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 | $80,474 | $177,572-54.7% | $154,803-48.0% | $142,382-43.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 15.47% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,863 | $4,810-61.3% | $4,305-56.7% | $4,299-56.7% |
| Participant deferral / active EE | $2,701 | $6,272-56.9% | $5,540-51.2% | $6,507-58.5% |
| Admin fee / account holder | $20,455 | $16,786+21.9% | $14,329+42.7% | $12,624+62.0% |