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 | $92,499 | $117,841-21.5% | $102,423-9.7% | $145,922-36.6% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 9.81% | 31.65%-21.8pp | 29.32%-19.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,403 | $3,615-33.5% | $3,023-20.5% | $4,660-48.4% |
| Participant deferral / active EE | $8,897 | $5,731+55.2% | $5,053+76.1% | $6,688+33.0% |
| Admin fee / account holder | $4,845 | $13,326-63.6% | $9,451-48.7% | $13,397-63.8% |