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 | $76,082 | $179,726-57.7% | $156,263-51.3% | $142,382-46.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 15.36% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $10,822 | $5,069+113.5% | $4,333+149.7% | $4,299+151.7% |
| Participant deferral / active EE | $5,028 | $6,956-27.7% | $6,158-18.3% | $6,507-22.7% |
| Admin fee / account holder | $432 | $17,272-97.5% | $14,255-97.0% | $12,624-96.6% |