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 | $99,261 | $177,572-44.1% | $154,803-35.9% | $142,382-30.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 20.48% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,940 | $4,810-38.9% | $4,305-31.7% | $4,299-31.6% |
| Participant deferral / active EE | $5,474 | $6,272-12.7% | $5,540-1.2% | $6,507-15.9% |
| Admin fee / account holder | $403 | $16,786-97.6% | $14,329-97.2% | $12,624-96.8% |