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 | $96,122 | $159,602-39.8% | $150,045-35.9% | $142,382-32.5% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.3%-9.0pp | 80.1%-6.8pp |
| Annual return | 16.53% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,489 | $4,961-49.8% | $4,693-47.0% | $4,299-42.1% |
| Participant deferral / active EE | $5,912 | $8,310-28.9% | $7,997-26.1% | $6,507-9.1% |
| Admin fee / account holder | $2,239 | $14,846-84.9% | $13,435-83.3% | $12,624-82.3% |