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 | $94,561 | $183,519-48.5% | $155,509-39.2% | $145,922-35.2% |
| Participation rate | 81.0% | 82.7%-1.7pp | 78.2%+2.8pp | 80.3%+0.7pp |
| Annual return | 31.89% | 61.17%-29.3pp | 64.67%-32.8pp | 561.29%-529.4pp |
| Employer contribution / active EE | $2,126 | $5,313-60.0% | $4,672-54.5% | $4,660-54.4% |
| Participant deferral / active EE | $4,839 | $6,462-25.1% | $5,626-14.0% | $6,688-27.6% |
| Admin fee / account holder | $3,300 | $19,313-82.9% | $15,912-79.3% | $13,397-75.4% |