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 8-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 | $98,309 | $159,602-38.4% | $150,045-34.5% | $142,382-31.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 16.19% | 70.24%-54.0pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,208 | $4,961-35.3% | $4,693-31.6% | $4,299-25.4% |
| Participant deferral / active EE | $11,097 | $8,310+33.5% | $7,997+38.8% | $6,507+70.5% |
| Admin fee / account holder | $3,265 | $14,846-78.0% | $13,435-75.7% | $12,624-74.1% |