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 | $90,985 | $157,256-42.1% | $141,162-35.5% | $152,861-40.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 20.64% | 64.32%-43.7pp | 71.39%-50.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,721 | $5,261-48.3% | $4,735-42.5% | $4,762-42.9% |
| Participant deferral / active EE | $6,187 | $7,109-13.0% | $6,709-7.8% | $5,850+5.8% |
| Admin fee / account holder | $1,421 | $12,120-88.3% | $10,261-86.2% | $11,596-87.7% |