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 | $91,745 | $179,726-49.0% | $156,263-41.3% | $142,382-35.6% |
| Participation rate | 76.9% | 82.1%-5.2pp | 78.9%-2.0pp | 80.1%-3.2pp |
| Annual return | 24.43% | 77.86%-53.4pp | 59.47%-35.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $2,216 | $5,069-56.3% | $4,333-48.9% | $4,299-48.4% |
| Participant deferral / active EE | $12,988 | $6,956+86.7% | $6,158+110.9% | $6,507+99.6% |
| Admin fee / account holder | $1,228 | $17,272-92.9% | $14,255-91.4% | $12,624-90.3% |