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 | $89,260 | $176,056-49.3% | $159,436-44.0% | $167,490-46.7% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 13.64% | 331.75%-318.1pp | 263.57%-249.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,170 | $5,297-59.0% | $4,829-55.1% | $4,837-55.1% |
| Participant deferral / active EE | $7,452 | $7,750-3.9% | $7,352+1.4% | $6,341+17.5% |
| Admin fee / account holder | $39,644 | $12,554+215.8% | $10,799+267.1% | $12,309+222.1% |