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 | $78,746 | $159,602-50.7% | $150,045-47.5% | $142,382-44.7% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 14.81% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,324 | $4,961-12.8% | $4,693-7.9% | $4,299+0.6% |
| Participant deferral / active EE | $7,966 | $8,310-4.1% | $7,997-0.4% | $6,507+22.4% |
| Admin fee / account holder | $3,060 | $14,846-79.4% | $13,435-77.2% | $12,624-75.8% |