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 | $95,530 | $226,064-57.7% | $182,532-47.7% | $152,861-37.5% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.0%+3.8pp | 82.4%-0.6pp |
| Annual return | 8.23% | 192.51%-184.3pp | 148.54%-140.3pp | 345.32%-337.1pp |
| Employer contribution / active EE | $2,844 | $4,978-42.9% | $4,076-30.2% | $4,762-40.3% |
| Participant deferral / active EE | $2,363 | $6,368-62.9% | $5,524-57.2% | $5,850-59.6% |
| Admin fee / account holder | $1,098 | $10,703-89.7% | $8,592-87.2% | $11,596-90.5% |