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 | $86,002 | $226,064-62.0% | $182,532-52.9% | $152,861-43.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 22.77% | 192.51%-169.7pp | 148.54%-125.8pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,136 | $4,978-37.0% | $4,076-23.1% | $4,762-34.1% |
| Participant deferral / active EE | $4,588 | $6,368-28.0% | $5,524-17.0% | $5,850-21.6% |
| Admin fee / account holder | $17,419 | $10,703+62.7% | $8,592+102.7% | $11,596+50.2% |