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 | $90,272 | $159,602-43.4% | $150,045-39.8% | $142,382-36.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 15.84% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,013 | $4,961-59.4% | $4,693-57.1% | $4,299-53.2% |
| Participant deferral / active EE | $5,366 | $8,310-35.4% | $7,997-32.9% | $6,507-17.5% |
| Admin fee / account holder | $10,200 | $14,846-31.3% | $13,435-24.1% | $12,624-19.2% |