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 | $83,652 | $157,256-46.8% | $141,162-40.7% | $152,861-45.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 20.32% | 64.32%-44.0pp | 71.39%-51.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,051 | $5,261-61.0% | $4,735-56.7% | $4,762-56.9% |
| Participant deferral / active EE | $6,118 | $7,109-13.9% | $6,709-8.8% | $5,850+4.6% |
| Admin fee / account holder | $1,004 | $12,120-91.7% | $10,261-90.2% | $11,596-91.3% |