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 | $84,012 | $157,256-46.6% | $141,162-40.5% | $152,861-45.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 23.18% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,913 | $5,261-44.6% | $4,735-38.5% | $4,762-38.8% |
| Participant deferral / active EE | $8,819 | $7,109+24.1% | $6,709+31.5% | $5,850+50.8% |
| Admin fee / account holder | $2,572 | $12,120-78.8% | $10,261-74.9% | $11,596-77.8% |