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 | $83,177 | $157,256-47.1% | $141,162-41.1% | $152,861-45.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 18.69% | 64.32%-45.6pp | 71.39%-52.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,233 | $5,261-76.6% | $4,735-74.0% | $4,762-74.1% |
| Participant deferral / active EE | $4,332 | $7,109-39.1% | $6,709-35.4% | $5,850-26.0% |
| Admin fee / account holder | $5,921 | $12,120-51.1% | $10,261-42.3% | $11,596-48.9% |