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 | $91,277 | $157,256-42.0% | $141,162-35.3% | $152,861-40.3% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 15.66% | 64.32%-48.7pp | 71.39%-55.7pp | 345.32%-329.7pp |
| Employer contribution / active EE | $4,994 | $5,261-5.1% | $4,735+5.5% | $4,762+4.9% |
| Participant deferral / active EE | $6,227 | $7,109-12.4% | $6,709-7.2% | $5,850+6.4% |
| Admin fee / account holder | $707 | $12,120-94.2% | $10,261-93.1% | $11,596-93.9% |