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 | $97,200 | $148,534-34.6% | $135,903-28.5% | $139,434-30.3% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 20.00% | 79.19%-59.2pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,723 | $5,243-67.1% | $4,856-64.5% | $4,751-63.7% |
| Participant deferral / active EE | $5,128 | $8,100-36.7% | $7,758-33.9% | $6,710-23.6% |
| Admin fee / account holder | $533 | $12,400-95.7% | $10,762-95.0% | $11,403-95.3% |