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 | $87,048 | $214,378-59.4% | $200,582-56.6% | $142,382-38.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 16.53% | 46.41%-29.9pp | 42.33%-25.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,609 | $6,841-76.5% | $6,419-74.9% | $4,299-62.6% |
| Participant deferral / active EE | $5,620 | $9,865-43.0% | $9,331-39.8% | $6,507-13.6% |
| Admin fee / account holder | $601 | $17,692-96.6% | $16,305-96.3% | $12,624-95.2% |