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 | $91,633 | $148,534-38.3% | $135,903-32.6% | $139,434-34.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.22% | 79.19%-65.0pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,869 | $5,243-26.2% | $4,856-20.3% | $4,751-18.6% |
| Participant deferral / active EE | $8,896 | $8,100+9.8% | $7,758+14.7% | $6,710+32.6% |
| Admin fee / account holder | $11,772 | $12,400-5.1% | $10,762+9.4% | $11,403+3.2% |