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 | $84,396 | $201,272-58.1% | $184,203-54.2% | $145,922-42.2% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 10.19% | 29.00%-18.8pp | 28.81%-18.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,475 | $7,022-50.5% | $6,427-45.9% | $4,660-25.4% |
| Participant deferral / active EE | $6,070 | $9,806-38.1% | $9,131-33.5% | $6,688-9.2% |
| Admin fee / account holder | $22,901 | $16,364+39.9% | $13,901+64.7% | $13,397+70.9% |