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 | $117,118 | $226,064-48.2% | $182,532-35.8% | $152,861-23.4% |
| Participation rate | 82.4% | 82.5%-0.1pp | 78.0%+4.4pp | 82.4%-0.1pp |
| Annual return | 15.40% | 192.51%-177.1pp | 148.54%-133.1pp | 345.32%-329.9pp |
| Employer contribution / active EE | $662 | $4,978-86.7% | $4,076-83.8% | $4,762-86.1% |
| Participant deferral / active EE | $4,028 | $6,368-36.7% | $5,524-27.1% | $5,850-31.2% |
| Admin fee / account holder | $5,612 | $10,703-47.6% | $8,592-34.7% | $11,596-51.6% |