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 | $91,398 | $110,257-17.1% | $96,544-5.3% | $139,434-34.5% |
| Participation rate | 84.2% | 78.1%+6.1pp | 76.0%+8.2pp | 80.3%+3.9pp |
| Annual return | 12.94% | 26.32%-13.4pp | 25.84%-12.9pp | 372.94%-360.0pp |
| Employer contribution / active EE | $2,576 | $3,620-28.8% | $2,965-13.1% | $4,751-45.8% |
| Participant deferral / active EE | $9,538 | $5,548+71.9% | $4,851+96.6% | $6,710+42.1% |
| Admin fee / account holder | $4,618 | $11,591-60.2% | $8,252-44.0% | $11,403-59.5% |