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 | $82,671 | $179,726-54.0% | $156,263-47.1% | $142,382-41.9% |
| Participation rate | 91.3% | 82.1%+9.2pp | 78.9%+12.4pp | 80.1%+11.2pp |
| Annual return | 13.24% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,543 | $5,069-10.4% | $4,333+4.8% | $4,299+5.7% |
| Participant deferral / active EE | $2,262 | $6,956-67.5% | $6,158-63.3% | $6,507-65.2% |
| Admin fee / account holder | $1,436 | $17,272-91.7% | $14,255-89.9% | $12,624-88.6% |