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 | $93,298 | $179,726-48.1% | $156,263-40.3% | $142,382-34.5% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 14.30% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,625 | $5,069-48.2% | $4,333-39.4% | $4,299-38.9% |
| Participant deferral / active EE | $8,686 | $6,956+24.9% | $6,158+41.0% | $6,507+33.5% |
| Admin fee / account holder | $750 | $17,272-95.7% | $14,255-94.7% | $12,624-94.1% |