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 | $74,446 | $179,726-58.6% | $156,263-52.4% | $142,382-47.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 20.06% | 77.86%-57.8pp | 59.47%-39.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $21,126 | $5,069+316.8% | $4,333+387.6% | $4,299+391.4% |
| Participant deferral / active EE | $2,874 | $6,956-58.7% | $6,158-53.3% | $6,507-55.8% |
| Admin fee / account holder | $467 | $17,272-97.3% | $14,255-96.7% | $12,624-96.3% |