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 | $89,307 | $114,381-21.9% | $107,525-16.9% | $142,382-37.3% |
| Participation rate | 79.2% | 78.1%+1.0pp | 75.1%+4.1pp | 80.1%-1.0pp |
| Annual return | 19.15% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,010 | $4,015-25.0% | $3,754-19.8% | $4,299-30.0% |
| Participant deferral / active EE | $6,287 | $5,564+13.0% | $5,116+22.9% | $6,507-3.4% |
| Admin fee / account holder | $5,337 | $9,860-45.9% | $8,919-40.2% | $12,624-57.7% |