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 | $85,922 | $133,922-35.8% | $116,228-26.1% | $142,382-39.7% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.6%+18.3pp | 80.1%+12.7pp |
| Annual return | 16.15% | 147.76%-131.6pp | 90.06%-73.9pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,502 | $3,446+1.6% | $2,994+16.9% | $4,299-18.6% |
| Participant deferral / active EE | $2,453 | $5,672-56.8% | $4,953-50.5% | $6,507-62.3% |
| Admin fee / account holder | $48,280 | $14,945+223.1% | $11,989+302.7% | $12,624+282.5% |