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 | $90,996 | $157,256-42.1% | $141,162-35.5% | $152,861-40.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 19.64% | 64.32%-44.7pp | 71.39%-51.7pp | 345.32%-325.7pp |
| Employer contribution / active EE | $4,729 | $5,261-10.1% | $4,735-0.1% | $4,762-0.7% |
| Participant deferral / active EE | $8,846 | $7,109+24.4% | $6,709+31.9% | $5,850+51.2% |
| Admin fee / account holder | $1,629 | $12,120-86.6% | $10,261-84.1% | $11,596-85.9% |