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 | $85,922 | $177,572-51.6% | $154,803-44.5% | $142,382-39.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 14.32% | 65.07%-50.7pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,885 | $4,810-60.8% | $4,305-56.2% | $4,299-56.2% |
| Participant deferral / active EE | $6,823 | $6,272+8.8% | $5,540+23.2% | $6,507+4.9% |
| Admin fee / account holder | $1,926 | $16,786-88.5% | $14,329-86.6% | $12,624-84.7% |