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 | $79,810 | $177,572-55.1% | $154,803-48.4% | $142,382-43.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 13.03% | 65.07%-52.0pp | 58.88%-45.9pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,490 | $4,810-6.7% | $4,305+4.3% | $4,299+4.5% |
| Participant deferral / active EE | $7,078 | $6,272+12.9% | $5,540+27.8% | $6,507+8.8% |
| Admin fee / account holder | $30,424 | $16,786+81.2% | $14,329+112.3% | $12,624+141.0% |