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 | $81,423 | $89,753-9.3% | $107,525-24.3% | $84,808-4.0% |
| Participation rate | 92.7% | 68.1%+24.6pp | 75.1%+17.6pp | 68.3%+24.4pp |
| Annual return | 16.46% | 29.48%-13.0pp | 181.32%-164.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,604 | $3,113-16.4% | $3,754-30.6% | $2,631-1.0% |
| Participant deferral / active EE | $4,990 | $4,056+23.0% | $5,116-2.5% | $4,212+18.5% |
| Admin fee / account holder | $973 | $7,222-86.5% | $8,919-89.1% | $7,344-86.7% |