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 | $89,781 | $176,056-49.0% | $159,436-43.7% | $167,490-46.4% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 15.20% | 331.75%-316.5pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,027 | $5,297-80.6% | $4,829-78.7% | $4,837-78.8% |
| Participant deferral / active EE | $8,036 | $7,750+3.7% | $7,352+9.3% | $6,341+26.7% |
| Admin fee / account holder | $9,879 | $12,554-21.3% | $10,799-8.5% | $12,309-19.7% |