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 | $93,110 | $175,202-46.9% | $149,673-37.8% | $139,434-33.2% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 14.40% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $3,840 | $5,474-29.8% | $4,818-20.3% | $4,751-19.2% |
| Participant deferral / active EE | $5,914 | $6,519-9.3% | $5,680+4.1% | $6,710-11.9% |
| Admin fee / account holder | $501 | $16,150-96.9% | $13,210-96.2% | $11,403-95.6% |