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 9-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 | $93,019 | $133,922-30.5% | $116,228-20.0% | $142,382-34.7% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.6%+2.4pp | 80.1%-3.2pp |
| Annual return | 15.85% | 147.76%-131.9pp | 90.06%-74.2pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,827 | $3,446-47.0% | $2,994-39.0% | $4,299-57.5% |
| Participant deferral / active EE | $6,955 | $5,672+22.6% | $4,953+40.4% | $6,507+6.9% |
| Admin fee / account holder | $1,415 | $14,945-90.5% | $11,989-88.2% | $12,624-88.8% |