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 | $83,275 | $226,064-63.2% | $182,532-54.4% | $152,861-45.5% |
| Participation rate | 78.3% | 82.5%-4.2pp | 78.0%+0.3pp | 82.4%-4.2pp |
| Annual return | 15.92% | 192.51%-176.6pp | 148.54%-132.6pp | 345.32%-329.4pp |
| Employer contribution / active EE | $790 | $4,978-84.1% | $4,076-80.6% | $4,762-83.4% |
| Participant deferral / active EE | $3,159 | $6,368-50.4% | $5,524-42.8% | $5,850-46.0% |
| Admin fee / account holder | $18,331 | $10,703+71.3% | $8,592+113.3% | $11,596+58.1% |