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 | $98,705 | $183,519-46.2% | $155,509-36.5% | $145,922-32.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.95% | 61.17%-52.2pp | 64.67%-55.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $3,548 | $5,313-33.2% | $4,672-24.1% | $4,660-23.9% |
| Participant deferral / active EE | $3,978 | $6,462-38.4% | $5,626-29.3% | $6,688-40.5% |
| Admin fee / account holder | $363 | $19,313-98.1% | $15,912-97.7% | $13,397-97.3% |