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 | $88,369 | $135,952-35.0% | $123,892-28.7% | $273,961-67.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 7.75% | 56.63%-48.9pp | 47.52%-39.8pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,414 | $5,170-34.0% | $4,617-26.0% | $4,869-29.9% |
| Participant deferral / active EE | $9,292 | $6,343+46.5% | $5,984+55.3% | $5,287+75.7% |
| Admin fee / account holder | $22,060 | $9,817+124.7% | $8,357+164.0% | $10,132+117.7% |