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 | $90,886 | $114,381-20.5% | $107,525-15.5% | $142,382-36.2% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 13.04% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,207 | $4,015+29.7% | $3,754+38.7% | $4,299+21.1% |
| Participant deferral / active EE | $4,181 | $5,564-24.9% | $5,116-18.3% | $6,507-35.7% |
| Admin fee / account holder | $1,889 | $9,860-80.8% | $8,919-78.8% | $12,624-85.0% |