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 | $96,317 | $148,534-35.2% | $135,903-29.1% | $139,434-30.9% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 21.37% | 79.19%-57.8pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $2,473 | $5,243-52.8% | $4,856-49.1% | $4,751-47.9% |
| Participant deferral / active EE | $4,439 | $8,100-45.2% | $7,758-42.8% | $6,710-33.8% |
| Admin fee / account holder | $22,935 | $12,400+85.0% | $10,762+113.1% | $11,403+101.1% |