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 | $91,653 | $177,572-48.4% | $154,803-40.8% | $142,382-35.6% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 16.26% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,166 | $4,810-13.4% | $4,305-3.2% | $4,299-3.1% |
| Participant deferral / active EE | $15,085 | $6,272+140.5% | $5,540+172.3% | $6,507+131.8% |
| Admin fee / account holder | $30,010 | $16,786+78.8% | $14,329+109.4% | $12,624+137.7% |