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 | $85,434 | $157,256-45.7% | $141,162-39.5% | $152,861-44.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 20.80% | 64.32%-43.5pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,624 | $5,261-69.1% | $4,735-65.7% | $4,762-65.9% |
| Participant deferral / active EE | $3,615 | $7,109-49.2% | $6,709-46.1% | $5,850-38.2% |
| Admin fee / account holder | $563 | $12,120-95.4% | $10,261-94.5% | $11,596-95.1% |