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 | $91,994 | $227,553-59.6% | $189,557-51.5% | $167,490-45.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 8.68% | 78.40%-69.7pp | 64.17%-55.5pp | 478.56%-469.9pp |
| Employer contribution / active EE | $1,465 | $5,316-72.4% | $4,412-66.8% | $4,837-69.7% |
| Participant deferral / active EE | $2,486 | $7,002-64.5% | $6,174-59.7% | $6,341-60.8% |
| Admin fee / account holder | $18,439 | $11,878+55.2% | $9,807+88.0% | $12,309+49.8% |