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 | $99,858 | $177,572-43.8% | $154,803-35.5% | $142,382-29.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 13.48% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,477 | $4,810-48.5% | $4,305-42.5% | $4,299-42.4% |
| Participant deferral / active EE | $4,076 | $6,272-35.0% | $5,540-26.4% | $6,507-37.4% |
| Admin fee / account holder | $11,393 | $16,786-32.1% | $14,329-20.5% | $12,624-9.8% |