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 | $77,699 | $133,922-42.0% | $116,228-33.1% | $142,382-45.4% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 15.52% | 147.76%-132.2pp | 90.06%-74.5pp | 217.08%-201.6pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,762 | $5,672+1.6% | $4,953+16.3% | $6,507-11.4% |
| Admin fee / account holder | $6,301 | $14,945-57.8% | $11,989-47.4% | $12,624-50.1% |