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 | $78,952 | $152,587-48.3% | $125,175-36.9% | $152,861-48.4% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 10.81% | 54.84%-44.0pp | 43.79%-33.0pp | 345.32%-334.5pp |
| Employer contribution / active EE | $6,417 | $4,946+29.7% | $3,865+66.0% | $4,762+34.7% |
| Participant deferral / active EE | $8,290 | $5,868+41.3% | $4,937+67.9% | $5,850+41.7% |
| Admin fee / account holder | $377 | $13,434-97.2% | $9,702-96.1% | $11,596-96.8% |