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 | $85,496 | $202,432-57.8% | $169,368-49.5% | $139,434-38.7% |
| Participation rate | 94.4% | 81.1%+13.4pp | 77.1%+17.3pp | 80.3%+14.1pp |
| Annual return | 16.22% | 531.74%-515.5pp | 405.60%-389.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,407 | $4,692-6.1% | $4,013+9.8% | $4,751-7.2% |
| Participant deferral / active EE | $3,444 | $6,938-50.4% | $6,221-44.6% | $6,710-48.7% |
| Admin fee / account holder | $4,855 | $10,708-54.7% | $9,003-46.1% | $11,403-57.4% |