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 | $90,540 | $159,602-43.3% | $150,045-39.7% | $142,382-36.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 22.49% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,855 | $4,961-42.4% | $4,693-39.2% | $4,299-33.6% |
| Participant deferral / active EE | $8,721 | $8,310+4.9% | $7,997+9.1% | $6,507+34.0% |
| Admin fee / account holder | $4,500 | $14,846-69.7% | $13,435-66.5% | $12,624-64.4% |