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 | $74,394 | $177,572-58.1% | $154,803-51.9% | $142,382-47.8% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 18.30% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,791 | $4,810-62.8% | $4,305-58.4% | $4,299-58.3% |
| Participant deferral / active EE | $3,580 | $6,272-42.9% | $5,540-35.4% | $6,507-45.0% |
| Admin fee / account holder | $810 | $16,786-95.2% | $14,329-94.3% | $12,624-93.6% |