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 | $92,602 | $144,119-35.7% | $117,854-21.4% | $147,584-37.3% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 16.75% | 531.15%-514.4pp | 335.08%-318.3pp | 578.55%-561.8pp |
| Employer contribution / active EE | $963 | $4,896-80.3% | $3,786-74.6% | $4,876-80.3% |
| Participant deferral / active EE | $2,086 | $5,316-60.8% | $4,482-53.4% | $5,439-61.6% |
| Admin fee / account holder | $25,572 | $10,886+134.9% | $8,020+218.9% | $10,885+134.9% |