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 | $86,476 | $159,602-45.8% | $150,045-42.4% | $142,382-39.3% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 14.82% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,270 | $4,961-54.2% | $4,693-51.6% | $4,299-47.2% |
| Participant deferral / active EE | $4,076 | $8,310-51.0% | $7,997-49.0% | $6,507-37.4% |
| Admin fee / account holder | $2,343 | $14,846-84.2% | $13,435-82.6% | $12,624-81.4% |