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 | $73,202 | $114,381-36.0% | $107,525-31.9% | $142,382-48.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 13.52% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,374 | $4,015-16.0% | $3,754-10.1% | $4,299-21.5% |
| Participant deferral / active EE | $7,404 | $5,564+33.1% | $5,116+44.7% | $6,507+13.8% |
| Admin fee / account holder | $456 | $9,860-95.4% | $8,919-94.9% | $12,624-96.4% |