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 | $83,013 | $157,256-47.2% | $141,162-41.2% | $152,861-45.7% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.4%+1.8pp |
| Annual return | 26.58% | 64.32%-37.7pp | 71.39%-44.8pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,603 | $5,261-69.5% | $4,735-66.1% | $4,762-66.3% |
| Participant deferral / active EE | $2,727 | $7,109-61.6% | $6,709-59.3% | $5,850-53.4% |
| Admin fee / account holder | $460 | $12,120-96.2% | $10,261-95.5% | $11,596-96.0% |