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 | $85,149 | $165,335-48.5% | $149,696-43.1% | $158,922-46.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 14.60% | 348.15%-333.5pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,722 | $5,103-66.3% | $4,644-62.9% | $4,761-63.8% |
| Participant deferral / active EE | $6,980 | $7,181-2.8% | $6,842+2.0% | $5,982+16.7% |
| Admin fee / account holder | $771 | $10,807-92.9% | $9,309-91.7% | $11,246-93.1% |