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 | $86,348 | $159,602-45.9% | $150,045-42.5% | $142,382-39.4% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 15.69% | 70.24%-54.5pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,244 | $4,961-74.9% | $4,693-73.5% | $4,299-71.1% |
| Participant deferral / active EE | $3,396 | $8,310-59.1% | $7,997-57.5% | $6,507-47.8% |
| Admin fee / account holder | $34,846 | $14,846+134.7% | $13,435+159.4% | $12,624+176.0% |