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 | $87,745 | $159,602-45.0% | $150,045-41.5% | $142,382-38.4% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 13.14% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,135 | $4,961-36.8% | $4,693-33.2% | $4,299-27.1% |
| Participant deferral / active EE | $7,543 | $8,310-9.2% | $7,997-5.7% | $6,507+15.9% |
| Admin fee / account holder | $24,842 | $14,846+67.3% | $13,435+84.9% | $12,624+96.8% |