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 | $93,578 | $198,466-52.8% | $170,442-45.1% | $147,584-36.6% |
| Participation rate | 79.2% | 88.0%-8.8pp | 83.6%-4.4pp | 82.8%-3.7pp |
| Annual return | 14.37% | 257.29%-242.9pp | 205.93%-191.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,574 | $6,184-58.4% | $5,433-52.6% | $4,876-47.2% |
| Participant deferral / active EE | $3,667 | $5,629-34.9% | $4,939-25.8% | $5,439-32.6% |
| Admin fee / account holder | $7,291 | $16,852-56.7% | $13,880-47.5% | $10,885-33.0% |