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 | $80,746 | $114,381-29.4% | $107,525-24.9% | $142,382-43.3% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.1%+20.2pp | 80.1%+15.1pp |
| Annual return | 17.30% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $6,500 | $4,015+61.9% | $3,754+73.2% | $4,299+51.2% |
| Participant deferral / active EE | $4,098 | $5,564-26.3% | $5,116-19.9% | $6,507-37.0% |
| Admin fee / account holder | $1,453 | $9,860-85.3% | $8,919-83.7% | $12,624-88.5% |