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 | $92,901 | $198,466-53.2% | $170,442-45.5% | $147,584-37.1% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 18.96% | 257.29%-238.3pp | 205.93%-187.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,363 | $6,184-61.8% | $5,433-56.5% | $4,876-51.5% |
| Participant deferral / active EE | $6,429 | $5,629+14.2% | $4,939+30.1% | $5,439+18.2% |
| Admin fee / account holder | $2,958 | $16,852-82.4% | $13,880-78.7% | $10,885-72.8% |