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 | $86,467 | $159,602-45.8% | $150,045-42.4% | $142,382-39.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 16.29% | 70.24%-53.9pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $7,281 | $4,961+46.8% | $4,693+55.1% | $4,299+69.4% |
| Participant deferral / active EE | $6,078 | $8,310-26.9% | $7,997-24.0% | $6,507-6.6% |
| Admin fee / account holder | $2,627 | $14,846-82.3% | $13,435-80.4% | $12,624-79.2% |