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 | $83,176 | $159,602-47.9% | $150,045-44.6% | $142,382-41.6% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 17.48% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,272 | $4,961-54.2% | $4,693-51.6% | $4,299-47.2% |
| Participant deferral / active EE | $4,656 | $8,310-44.0% | $7,997-41.8% | $6,507-28.5% |
| Admin fee / account holder | $686 | $14,846-95.4% | $13,435-94.9% | $12,624-94.6% |