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 | $83,443 | $117,841-29.2% | $102,423-18.5% | $145,922-42.8% |
| Participation rate | 95.7% | 78.6%+17.1pp | 76.5%+19.2pp | 80.3%+15.4pp |
| Annual return | 10.65% | 31.65%-21.0pp | 29.32%-18.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,424 | $3,615-60.6% | $3,023-52.9% | $4,660-69.4% |
| Participant deferral / active EE | $4,209 | $5,731-26.6% | $5,053-16.7% | $6,688-37.1% |
| Admin fee / account holder | $1,194 | $13,326-91.0% | $9,451-87.4% | $13,397-91.1% |