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 | $97,673 | $197,591-50.6% | $177,821-45.1% | $158,922-38.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 16.53% | 58.76%-42.2pp | 48.32%-31.8pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,043 | $6,697-69.5% | $5,918-65.5% | $4,761-57.1% |
| Participant deferral / active EE | $3,333 | $8,405-60.3% | $7,714-56.8% | $5,982-44.3% |
| Admin fee / account holder | $26,476 | $15,399+71.9% | $12,427+113.0% | $11,246+135.4% |