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 | $80,802 | $175,202-53.9% | $149,673-46.0% | $139,434-42.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 23.77% | 166.71%-142.9pp | 134.42%-110.6pp | 372.94%-349.2pp |
| Employer contribution / active EE | $3,939 | $5,474-28.0% | $4,818-18.2% | $4,751-17.1% |
| Participant deferral / active EE | $5,708 | $6,519-12.4% | $5,680+0.5% | $6,710-14.9% |
| Admin fee / account holder | $5,604 | $16,150-65.3% | $13,210-57.6% | $11,403-50.9% |