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 | $79,615 | $95,266-16.4% | $82,389-3.4% | $142,382-44.1% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.5%+22.1pp | 80.1%+11.5pp |
| Annual return | 16.61% | 25.74%-9.1pp | 28.67%-12.1pp | 217.08%-200.5pp |
| Employer contribution / active EE | $6,900 | $2,991+130.7% | $2,517+174.1% | $4,299+60.5% |
| Participant deferral / active EE | $7,776 | $4,809+61.7% | $4,155+87.2% | $6,507+19.5% |
| Admin fee / account holder | $3,083 | $8,563-64.0% | $7,231-57.4% | $12,624-75.6% |