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 9-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 | $94,509 | $175,202-46.1% | $149,673-36.9% | $139,434-32.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 19.89% | 166.71%-146.8pp | 134.42%-114.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,033 | $5,474-62.9% | $4,818-57.8% | $4,751-57.2% |
| Participant deferral / active EE | $6,062 | $6,519-7.0% | $5,680+6.7% | $6,710-9.7% |
| Admin fee / account holder | $1,527 | $16,150-90.5% | $13,210-88.4% | $11,403-86.6% |