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 | $93,057 | $114,381-18.6% | $107,525-13.5% | $142,382-34.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 14.61% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,113 | $4,015+2.4% | $3,754+9.6% | $4,299-4.3% |
| Participant deferral / active EE | $13,496 | $5,564+142.5% | $5,116+163.8% | $6,507+107.4% |
| Admin fee / account holder | $4,789 | $9,860-51.4% | $8,919-46.3% | $12,624-62.1% |