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 | $84,851 | $176,056-51.8% | $159,436-46.8% | $167,490-49.3% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 17.16% | 331.75%-314.6pp | 263.57%-246.4pp | 478.56%-461.4pp |
| Employer contribution / active EE | $2,407 | $5,297-54.6% | $4,829-50.2% | $4,837-50.3% |
| Participant deferral / active EE | $8,736 | $7,750+12.7% | $7,352+18.8% | $6,341+37.8% |
| Admin fee / account holder | $610 | $12,554-95.1% | $10,799-94.3% | $12,309-95.0% |