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 | $89,531 | $228,332-60.8% | $185,823-51.8% | $158,922-43.7% |
| Participation rate | 93.3% | 82.3%+11.0pp | 78.0%+15.3pp | 82.0%+11.4pp |
| Annual return | 8.93% | 40.80%-31.9pp | 35.95%-27.0pp | 302.83%-293.9pp |
| Employer contribution / active EE | $3,305 | $4,967-33.5% | $4,087-19.1% | $4,761-30.6% |
| Participant deferral / active EE | $7,812 | $6,415+21.8% | $5,632+38.7% | $5,982+30.6% |
| Admin fee / account holder | $56,645 | $11,864+377.5% | $9,500+496.2% | $11,246+403.7% |