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 | $98,653 | $109,413-9.8% | $156,263-36.9% | $84,808+16.3% |
| Participation rate | 82.9% | 72.7%+10.2pp | 78.9%+3.9pp | 68.3%+14.5pp |
| Annual return | 16.43% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,535 | $4,590+107.8% | $6,158+54.8% | $4,212+126.4% |
| Admin fee / account holder | $33,072 | $9,357+253.5% | $14,255+132.0% | $7,344+350.3% |