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 9-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 | $84,077 | $165,984-49.3% | $164,813-49.0% | $145,922-42.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.73% | 100.03%-88.3pp | 69.93%-58.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,821 | $5,273-46.5% | $4,341-35.0% | $4,660-39.5% |
| Participant deferral / active EE | $5,940 | $6,959-14.6% | $6,031-1.5% | $6,688-11.2% |
| Admin fee / account holder | $702 | $16,648-95.8% | $12,690-94.5% | $13,397-94.8% |