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 | $89,028 | $127,777-30.3% | $106,548-16.4% | $167,490-46.8% |
| Participation rate | 90.9% | 78.3%+12.6pp | 76.1%+14.8pp | 82.1%+8.8pp |
| Annual return | 12.74% | 33.87%-21.1pp | 26.80%-14.1pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,761 | $3,427-48.6% | $2,819-37.5% | $4,837-63.6% |
| Participant deferral / active EE | $4,038 | $5,087-20.6% | $4,398-8.2% | $6,341-36.3% |
| Admin fee / account holder | $6,722 | $11,228-40.1% | $7,407-9.2% | $12,309-45.4% |