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 | $90,658 | $118,680-23.6% | $98,907-8.3% | $158,922-43.0% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.8pp | 82.0%-4.2pp |
| Annual return | 16.60% | 372.35%-355.8pp | 196.43%-179.8pp | 302.83%-286.2pp |
| Employer contribution / active EE | $925 | $3,333-72.2% | $2,689-65.6% | $4,761-80.6% |
| Participant deferral / active EE | $2,066 | $5,088-59.4% | $4,244-51.3% | $5,982-65.5% |
| Admin fee / account holder | $24,685 | $10,131+143.7% | $6,642+271.7% | $11,246+119.5% |