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 | $81,971 | $114,381-28.3% | $107,525-23.8% | $142,382-42.4% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 16.76% | 242.71%-225.9pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,416 | $4,015-39.8% | $3,754-35.6% | $4,299-43.8% |
| Participant deferral / active EE | $3,590 | $5,564-35.5% | $5,116-29.8% | $6,507-44.8% |
| Admin fee / account holder | $2,630 | $9,860-73.3% | $8,919-70.5% | $12,624-79.2% |