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 | $82,223 | $148,534-44.6% | $135,903-39.5% | $139,434-41.0% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 13.49% | 79.19%-65.7pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,926 | $5,243-63.3% | $4,856-60.3% | $4,751-59.5% |
| Participant deferral / active EE | $6,218 | $8,100-23.2% | $7,758-19.9% | $6,710-7.3% |
| Admin fee / account holder | $7,356 | $12,400-40.7% | $10,762-31.7% | $11,403-35.5% |