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 | $85,807 | $214,378-60.0% | $200,582-57.2% | $142,382-39.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 12.43% | 46.41%-34.0pp | 42.33%-29.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,662 | $6,841-75.7% | $6,419-74.1% | $4,299-61.3% |
| Participant deferral / active EE | $6,581 | $9,865-33.3% | $9,331-29.5% | $6,507+1.1% |
| Admin fee / account holder | $6,382 | $17,692-63.9% | $16,305-60.9% | $12,624-49.4% |