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 | $82,066 | $159,901-48.7% | $146,958-44.2% | $145,922-43.8% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 15.00% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,902 | $5,286-26.2% | $4,933-20.9% | $4,660-16.3% |
| Participant deferral / active EE | $8,317 | $8,428-1.3% | $8,070+3.1% | $6,688+24.4% |
| Admin fee / account holder | $35,976 | $15,044+139.1% | $12,998+176.8% | $13,397+168.5% |