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 | $81,998 | $201,272-59.3% | $184,203-55.5% | $145,922-43.8% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+8.0pp |
| Annual return | 10.86% | 29.00%-18.1pp | 28.81%-18.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $6,238 | $7,022-11.2% | $6,427-2.9% | $4,660+33.9% |
| Participant deferral / active EE | $4,234 | $9,806-56.8% | $9,131-53.6% | $6,688-36.7% |
| Admin fee / account holder | $8,764 | $16,364-46.4% | $13,901-37.0% | $13,397-34.6% |