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 | $79,330 | $86,286-8.1% | $111,297-28.7% | $85,850-7.6% |
| Participation rate | 82.4% | 73.3%+9.1pp | 77.3%+5.1pp | 69.3%+13.1pp |
| Annual return | 14.47% | 19.99%-5.5pp | 54.65%-40.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,299 | $2,043-36.4% | $2,731-52.4% | $2,565-49.4% |
| Participant deferral / active EE | $2,681 | $3,641-26.4% | $4,487-40.3% | $3,952-32.2% |
| Admin fee / account holder | $4,175 | $8,188-49.0% | $7,964-47.6% | $6,260-33.3% |