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 | $91,949 | $165,335-44.4% | $149,696-38.6% | $158,922-42.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 9.44% | 348.15%-338.7pp | 276.60%-267.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $2,156 | $5,103-57.8% | $4,644-53.6% | $4,761-54.7% |
| Participant deferral / active EE | $4,847 | $7,181-32.5% | $6,842-29.2% | $5,982-19.0% |
| Admin fee / account holder | $854 | $10,807-92.1% | $9,309-90.8% | $11,246-92.4% |