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 | $96,511 | $157,256-38.6% | $141,162-31.6% | $152,861-36.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 23.32% | 64.32%-41.0pp | 71.39%-48.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $4,400 | $5,261-16.4% | $4,735-7.1% | $4,762-7.6% |
| Participant deferral / active EE | $6,666 | $7,109-6.2% | $6,709-0.6% | $5,850+13.9% |
| Admin fee / account holder | $726 | $12,120-94.0% | $10,261-92.9% | $11,596-93.7% |