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 | $92,044 | $198,466-53.6% | $170,442-46.0% | $147,584-37.6% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 13.25% | 257.29%-244.0pp | 205.93%-192.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,576 | $6,184-74.5% | $5,433-71.0% | $4,876-67.7% |
| Participant deferral / active EE | $5,550 | $5,629-1.4% | $4,939+12.4% | $5,439+2.0% |
| Admin fee / account holder | $406 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |