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 | $85,671 | $198,466-56.8% | $170,442-49.7% | $147,584-42.0% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 14.11% | 257.29%-243.2pp | 205.93%-191.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,929 | $6,184-52.6% | $5,433-46.1% | $4,876-39.9% |
| Participant deferral / active EE | $2,346 | $5,629-58.3% | $4,939-52.5% | $5,439-56.9% |
| Admin fee / account holder | $2,837 | $16,852-83.2% | $13,880-79.6% | $10,885-73.9% |