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 | $104,148 | $124,281-16.2% | $109,143-4.6% | $167,490-37.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 11.10% | 26.04%-14.9pp | 25.75%-14.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $2,979 | $4,207-29.2% | $3,722-20.0% | $4,837-38.4% |
| Participant deferral / active EE | $8,327 | $5,255+58.4% | $4,653+79.0% | $6,341+31.3% |
| Admin fee / account holder | $15,716 | $7,970+97.2% | $6,752+132.7% | $12,309+27.7% |