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 8-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 | $93,213 | $154,117-39.5% | $129,995-28.3% | $139,434-33.1% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 18.13% | 32.48%-14.3pp | -137.18%+155.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,261 | $5,289-57.2% | $4,320-47.7% | $4,751-52.4% |
| Participant deferral / active EE | $5,924 | $6,710-11.7% | $5,820+1.8% | $6,710-11.7% |
| Admin fee / account holder | $8,066 | $14,007-42.4% | $10,614-24.0% | $11,403-29.3% |