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 9-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 | $84,415 | $148,534-43.2% | $135,903-37.9% | $139,434-39.5% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 17.52% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,407 | $5,243-54.1% | $4,856-50.4% | $4,751-49.3% |
| Participant deferral / active EE | $4,937 | $8,100-39.0% | $7,758-36.4% | $6,710-26.4% |
| Admin fee / account holder | $2,587 | $12,400-79.1% | $10,762-76.0% | $11,403-77.3% |