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 | $86,206 | $210,648-59.1% | $177,989-51.6% | $145,922-40.9% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 8.76% | 385.86%-377.1pp | 294.48%-285.7pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,864 | $4,565-59.2% | $3,949-52.8% | $4,660-60.0% |
| Participant deferral / active EE | $5,922 | $6,958-14.9% | $6,276-5.6% | $6,688-11.4% |
| Admin fee / account holder | $2,461 | $12,013-79.5% | $10,363-76.2% | $13,397-81.6% |