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 | $73,896 | $157,256-53.0% | $141,162-47.7% | $152,861-51.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 23.30% | 64.32%-41.0pp | 71.39%-48.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,521 | $5,261-33.1% | $4,735-25.6% | $4,762-26.1% |
| Participant deferral / active EE | $8,019 | $7,109+12.8% | $6,709+19.5% | $5,850+37.1% |
| Admin fee / account holder | $3,259 | $12,120-73.1% | $10,261-68.2% | $11,596-71.9% |