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 | $93,107 | $180,028-48.3% | $138,135-32.6% | $158,922-41.4% |
| Participation rate | 94.1% | 82.2%+11.9pp | 78.7%+15.4pp | 82.0%+12.2pp |
| Annual return | 5.42% | 21.68%-16.3pp | 20.51%-15.1pp | 302.83%-297.4pp |
| Employer contribution / active EE | $4,119 | $7,470-44.9% | $5,587-26.3% | $4,761-13.5% |
| Participant deferral / active EE | $6,128 | $7,717-20.6% | $6,431-4.7% | $5,982+2.4% |
| Admin fee / account holder | $20,583 | $17,912+14.9% | $11,856+73.6% | $11,246+83.0% |