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 | $96,902 | $238,490-59.4% | $180,183-46.2% | $142,382-31.9% |
| Participation rate | 83.3% | 82.3%+1.1pp | 77.4%+5.9pp | 80.1%+3.2pp |
| Annual return | 13.68% | 33.56%-19.9pp | 27.86%-14.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $8,816 | $6,143+43.5% | $5,039+75.0% | $4,299+105.1% |
| Participant deferral / active EE | $6,062 | $7,996-24.2% | $6,822-11.1% | $6,507-6.8% |
| Admin fee / account holder | $13,570 | $28,866-53.0% | $19,975-32.1% | $12,624+7.5% |