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 7-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 | $86,792 | $209,411-58.6% | $178,490-51.4% | $158,922-45.4% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 14.73% | 188.75%-174.0pp | 151.07%-136.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $5,049 | $5,706-11.5% | $5,011+0.8% | $4,761+6.1% |
| Participant deferral / active EE | $3,935 | $5,954-33.9% | $5,202-24.4% | $5,982-34.2% |
| Admin fee / account holder | $1,909 | $17,074-88.8% | $13,984-86.3% | $11,246-83.0% |