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 | $91,902 | $135,952-32.4% | $123,892-25.8% | $273,961-66.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 82.64% | 56.63%+26.0pp | 47.52%+35.1pp | 41.45%+41.2pp |
| Employer contribution / active EE | $957 | $5,170-81.5% | $4,617-79.3% | $4,869-80.3% |
| Participant deferral / active EE | $4,786 | $6,343-24.5% | $5,984-20.0% | $5,287-9.5% |
| Admin fee / account holder | $10,535 | $9,817+7.3% | $8,357+26.1% | $10,132+4.0% |