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 | $91,767 | $114,381-19.8% | $107,525-14.7% | $142,382-35.5% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 19.92% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,113 | $4,015+2.4% | $3,754+9.6% | $4,299-4.3% |
| Participant deferral / active EE | $5,075 | $5,564-8.8% | $5,116-0.8% | $6,507-22.0% |
| Admin fee / account holder | $1,065 | $9,860-89.2% | $8,919-88.1% | $12,624-91.6% |