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 | $83,553 | $148,534-43.7% | $135,903-38.5% | $139,434-40.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.34% | 79.19%-61.8pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,105 | $5,243-78.9% | $4,856-77.3% | $4,751-76.7% |
| Participant deferral / active EE | $8,217 | $8,100+1.4% | $7,758+5.9% | $6,710+22.4% |
| Admin fee / account holder | $27,965 | $12,400+125.5% | $10,762+159.9% | $11,403+145.3% |