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 5-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 | $78,582 | $100,773-22.0% | $88,946-11.7% | $142,382-44.8% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 20.97% | 70.18%-49.2pp | 57.82%-36.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,553 | $2,918-12.5% | $2,555-0.1% | $4,299-40.6% |
| Participant deferral / active EE | $10,239 | $5,230+95.8% | $4,581+123.5% | $6,507+57.3% |
| Admin fee / account holder | $3,405 | $9,693-64.9% | $8,261-58.8% | $12,624-73.0% |