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 | $99,067 | $152,587-35.1% | $125,175-20.9% | $152,861-35.2% |
| Participation rate | 79.2% | 83.3%-4.2pp | 79.8%-0.6pp | 82.4%-3.3pp |
| Annual return | 16.11% | 54.84%-38.7pp | 43.79%-27.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $1,588 | $4,946-67.9% | $3,865-58.9% | $4,762-66.7% |
| Participant deferral / active EE | $7,348 | $5,868+25.2% | $4,937+48.8% | $5,850+25.6% |
| Admin fee / account holder | $1,547 | $13,434-88.5% | $9,702-84.1% | $11,596-86.7% |