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 | $81,015 | $104,974-22.8% | $95,585-15.2% | $142,382-43.1% |
| Participation rate | 94.4% | 75.0%+19.5pp | 72.1%+22.4pp | 80.1%+14.3pp |
| Annual return | 15.42% | 210.33%-194.9pp | 38.56%-23.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,984 | $2,779+7.4% | $2,527+18.1% | $4,299-30.6% |
| Participant deferral / active EE | $8,858 | $4,352+103.5% | $4,023+120.2% | $6,507+36.1% |
| Admin fee / account holder | $2,368 | $6,386-62.9% | $6,127-61.4% | $12,624-81.2% |