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 | $91,171 | $163,101-44.1% | $136,749-33.3% | $142,382-36.0% |
| Participation rate | 95.8% | 78.2%+17.6pp | 72.1%+23.7pp | 80.1%+15.7pp |
| Annual return | 17.55% | 27.54%-10.0pp | 24.33%-6.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,689 | $4,117-10.4% | $3,400+8.5% | $4,299-14.2% |
| Participant deferral / active EE | $4,961 | $5,585-11.2% | $4,692+5.7% | $6,507-23.8% |
| Admin fee / account holder | $3,216 | $14,318-77.5% | $11,386-71.8% | $12,624-74.5% |