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 | $88,193 | $114,381-22.9% | $107,525-18.0% | $142,382-38.1% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 16.86% | 242.71%-225.8pp | 181.32%-164.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,485 | $4,015+11.7% | $3,754+19.5% | $4,299+4.3% |
| Participant deferral / active EE | $5,015 | $5,564-9.9% | $5,116-2.0% | $6,507-22.9% |
| Admin fee / account holder | $822 | $9,860-91.7% | $8,919-90.8% | $12,624-93.5% |