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 | $95,749 | $179,726-46.7% | $156,263-38.7% | $142,382-32.8% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.9%+14.8pp | 80.1%+13.6pp |
| Annual return | 13.52% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $5,324 | $5,069+5.0% | $4,333+22.9% | $4,299+23.8% |
| Participant deferral / active EE | $7,126 | $6,956+2.4% | $6,158+15.7% | $6,507+9.5% |
| Admin fee / account holder | $2,352 | $17,272-86.4% | $14,255-83.5% | $12,624-81.4% |