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 | $91,002 | $157,256-42.1% | $141,162-35.5% | $152,861-40.5% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 19.82% | 64.32%-44.5pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,809 | $5,261-46.6% | $4,735-40.7% | $4,762-41.0% |
| Participant deferral / active EE | $6,437 | $7,109-9.5% | $6,709-4.1% | $5,850+10.0% |
| Admin fee / account holder | $5,527 | $12,120-54.4% | $10,261-46.1% | $11,596-52.3% |