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 | $87,507 | $157,256-44.4% | $141,162-38.0% | $152,861-42.8% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 17.95% | 64.32%-46.4pp | 71.39%-53.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $3,846 | $5,261-26.9% | $4,735-18.8% | $4,762-19.2% |
| Participant deferral / active EE | $10,124 | $7,109+42.4% | $6,709+50.9% | $5,850+73.0% |
| Admin fee / account holder | $27,456 | $12,120+126.5% | $10,261+167.6% | $11,596+136.8% |