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 | $84,110 | $114,381-26.5% | $107,525-21.8% | $142,382-40.9% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 14.16% | 242.71%-228.5pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,158 | $4,015-46.3% | $3,754-42.5% | $4,299-49.8% |
| Participant deferral / active EE | $2,580 | $5,564-53.6% | $5,116-49.6% | $6,507-60.3% |
| Admin fee / account holder | $685 | $9,860-93.1% | $8,919-92.3% | $12,624-94.6% |