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 | $78,867 | $127,065-37.9% | $113,168-30.3% | $142,382-44.6% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 13.39% | 24.03%-10.6pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,136 | $3,442-37.9% | $2,975-28.2% | $4,299-50.3% |
| Participant deferral / active EE | $3,500 | $5,716-38.8% | $5,107-31.5% | $6,507-46.2% |
| Admin fee / account holder | $1,730 | $15,736-89.0% | $12,068-85.7% | $12,624-86.3% |