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 | $84,400 | $198,466-57.5% | $170,442-50.5% | $147,584-42.8% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 24.52% | 257.29%-232.8pp | 205.93%-181.4pp | 578.55%-554.0pp |
| Employer contribution / active EE | $2,109 | $6,184-65.9% | $5,433-61.2% | $4,876-56.8% |
| Participant deferral / active EE | $7,082 | $5,629+25.8% | $4,939+43.4% | $5,439+30.2% |
| Admin fee / account holder | $508 | $16,852-97.0% | $13,880-96.3% | $10,885-95.3% |