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 | $94,991 | $90,348+5.1% | $75,972+25.0% | $145,922-34.9% |
| Participation rate | 73.3% | 74.5%-1.1pp | 69.1%+4.3pp | 80.3%-6.9pp |
| Annual return | 21.29% | 620.88%-599.6pp | 359.55%-338.3pp | 561.29%-540.0pp |
| Employer contribution / active EE | $2,838 | $3,311-14.3% | $2,685+5.7% | $4,660-39.1% |
| Participant deferral / active EE | $5,619 | $5,162+8.9% | $4,255+32.1% | $6,688-16.0% |
| Admin fee / account holder | $4,078 | $8,467-51.8% | $6,467-36.9% | $13,397-69.6% |