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 | $80,909 | $165,335-51.1% | $149,696-46.0% | $158,922-49.1% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 17.02% | 348.15%-331.1pp | 276.60%-259.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,351 | $5,103-73.5% | $4,644-70.9% | $4,761-71.6% |
| Participant deferral / active EE | $4,981 | $7,181-30.6% | $6,842-27.2% | $5,982-16.7% |
| Admin fee / account holder | $1,333 | $10,807-87.7% | $9,309-85.7% | $11,246-88.1% |