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 | $82,651 | $100,773-18.0% | $88,946-7.1% | $142,382-42.0% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.8%+12.4pp | 80.1%+1.1pp |
| Annual return | 17.05% | 70.18%-53.1pp | 57.82%-40.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,176 | $2,918-25.4% | $2,555-14.8% | $4,299-49.4% |
| Participant deferral / active EE | $2,707 | $5,230-48.3% | $4,581-40.9% | $6,507-58.4% |
| Admin fee / account holder | $7,966 | $9,693-17.8% | $8,261-3.6% | $12,624-36.9% |