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 | $84,408 | $157,256-46.3% | $141,162-40.2% | $152,861-44.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 16.12% | 64.32%-48.2pp | 71.39%-55.3pp | 345.32%-329.2pp |
| Employer contribution / active EE | $3,423 | $5,261-34.9% | $4,735-27.7% | $4,762-28.1% |
| Participant deferral / active EE | $9,729 | $7,109+36.8% | $6,709+45.0% | $5,850+66.3% |
| Admin fee / account holder | $2,364 | $12,120-80.5% | $10,261-77.0% | $11,596-79.6% |