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 | $79,484 | $183,519-56.7% | $155,509-48.9% | $145,922-45.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 11.52% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.8pp |
| Employer contribution / active EE | $4,762 | $5,313-10.4% | $4,672+1.9% | $4,660+2.2% |
| Participant deferral / active EE | $4,265 | $6,462-34.0% | $5,626-24.2% | $6,688-36.2% |
| Admin fee / account holder | $453 | $19,313-97.7% | $15,912-97.2% | $13,397-96.6% |