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 | $81,958 | $177,572-53.8% | $154,803-47.1% | $142,382-42.4% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 17.96% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,176 | $4,810-54.8% | $4,305-49.5% | $4,299-49.4% |
| Participant deferral / active EE | $4,269 | $6,272-31.9% | $5,540-22.9% | $6,507-34.4% |
| Admin fee / account holder | $658 | $16,786-96.1% | $14,329-95.4% | $12,624-94.8% |