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 | $96,343 | $124,319-22.5% | $111,297-13.4% | $167,490-42.5% |
| Participation rate | 78.9% | 79.6%-0.7pp | 77.3%+1.6pp | 82.1%-3.2pp |
| Annual return | 18.93% | 37.44%-18.5pp | 54.65%-35.7pp | 478.56%-459.6pp |
| Employer contribution / active EE | $3,057 | $3,435-11.0% | $2,731+12.0% | $4,837-36.8% |
| Participant deferral / active EE | $5,892 | $5,180+13.7% | $4,487+31.3% | $6,341-7.1% |
| Admin fee / account holder | $2,851 | $10,618-73.2% | $7,964-64.2% | $12,309-76.8% |