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 | $80,509 | $165,335-51.3% | $149,696-46.2% | $158,922-49.3% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 13.41% | 348.15%-334.7pp | 276.60%-263.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,970 | $5,103-61.4% | $4,644-57.6% | $4,761-58.6% |
| Participant deferral / active EE | $4,986 | $7,181-30.6% | $6,842-27.1% | $5,982-16.7% |
| Admin fee / account holder | $6,054 | $10,807-44.0% | $9,309-35.0% | $11,246-46.2% |