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 | $88,128 | $165,335-46.7% | $149,696-41.1% | $158,922-44.5% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 15.46% | 348.15%-332.7pp | 276.60%-261.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $938 | $5,103-81.6% | $4,644-79.8% | $4,761-80.3% |
| Participant deferral / active EE | $4,307 | $7,181-40.0% | $6,842-37.1% | $5,982-28.0% |
| Admin fee / account holder | $2,207 | $10,807-79.6% | $9,309-76.3% | $11,246-80.4% |