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 | $93,459 | $114,381-18.3% | $107,525-13.1% | $142,382-34.4% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 13.93% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,724 | $4,015-57.1% | $3,754-54.1% | $4,299-59.9% |
| Participant deferral / active EE | $3,766 | $5,564-32.3% | $5,116-26.4% | $6,507-42.1% |
| Admin fee / account holder | $1,423 | $9,860-85.6% | $8,919-84.0% | $12,624-88.7% |