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 | $85,298 | $148,534-42.6% | $135,903-37.2% | $139,434-38.8% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 19.90% | 79.19%-59.3pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $3,246 | $5,243-38.1% | $4,856-33.2% | $4,751-31.7% |
| Participant deferral / active EE | $5,529 | $8,100-31.7% | $7,758-28.7% | $6,710-17.6% |
| Admin fee / account holder | $1,982 | $12,400-84.0% | $10,762-81.6% | $11,403-82.6% |