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 | $89,912 | $114,381-21.4% | $107,525-16.4% | $142,382-36.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 13.13% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,340 | $4,015-16.8% | $3,754-11.0% | $4,299-22.3% |
| Participant deferral / active EE | $9,548 | $5,564+71.6% | $5,116+86.6% | $6,507+46.7% |
| Admin fee / account holder | $34,383 | $9,860+248.7% | $8,919+285.5% | $12,624+172.4% |