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 | $99,656 | $177,572-43.9% | $154,803-35.6% | $142,382-30.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 18.29% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,155 | $4,810-55.2% | $4,305-49.9% | $4,299-49.9% |
| Participant deferral / active EE | $4,123 | $6,272-34.3% | $5,540-25.6% | $6,507-36.6% |
| Admin fee / account holder | $666 | $16,786-96.0% | $14,329-95.4% | $12,624-94.7% |