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 | $77,513 | $86,286-10.2% | $111,297-30.4% | $85,850-9.7% |
| Participation rate | 92.3% | 73.3%+19.0pp | 77.3%+15.0pp | 69.3%+23.0pp |
| Annual return | 14.01% | 19.99%-6.0pp | 54.65%-40.6pp | 318.53%-304.5pp |
| Employer contribution / active EE | $787 | $2,043-61.5% | $2,731-71.2% | $2,565-69.3% |
| Participant deferral / active EE | $3,779 | $3,641+3.8% | $4,487-15.8% | $3,952-4.4% |
| Admin fee / account holder | $1,476 | $8,188-82.0% | $7,964-81.5% | $6,260-76.4% |