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 | $98,174 | $157,256-37.6% | $141,162-30.5% | $152,861-35.8% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.4%-8.5pp |
| Annual return | 24.91% | 64.32%-39.4pp | 71.39%-46.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,631 | $5,261-69.0% | $4,735-65.5% | $4,762-65.7% |
| Participant deferral / active EE | $6,290 | $7,109-11.5% | $6,709-6.2% | $5,850+7.5% |
| Admin fee / account holder | $715 | $12,120-94.1% | $10,261-93.0% | $11,596-93.8% |