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 | $51,143 | $127,065-59.8% | $113,168-54.8% | $142,382-64.1% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 16.10% | 24.03%-7.9pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,715 | $3,442-21.1% | $2,975-8.7% | $4,299-36.8% |
| Participant deferral / active EE | $7,861 | $5,716+37.5% | $5,107+53.9% | $6,507+20.8% |
| Admin fee / account holder | $13,099 | $15,736-16.8% | $12,068+8.5% | $12,624+3.8% |