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 9-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 | $97,513 | $183,519-46.9% | $155,509-37.3% | $145,922-33.2% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 10.95% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,381 | $5,313-74.0% | $4,672-70.4% | $4,660-70.4% |
| Participant deferral / active EE | $3,189 | $6,462-50.7% | $5,626-43.3% | $6,688-52.3% |
| Admin fee / account holder | $1,194 | $19,313-93.8% | $15,912-92.5% | $13,397-91.1% |