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 | $97,633 | $124,319-21.5% | $111,297-12.3% | $167,490-41.7% |
| Participation rate | 88.2% | 79.6%+8.6pp | 77.3%+10.9pp | 82.1%+6.1pp |
| Annual return | 12.98% | 37.44%-24.5pp | 54.65%-41.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,610 | $3,435-53.1% | $2,731-41.0% | $4,837-66.7% |
| Participant deferral / active EE | $2,391 | $5,180-53.8% | $4,487-46.7% | $6,341-62.3% |
| Admin fee / account holder | $2,945 | $10,618-72.3% | $7,964-63.0% | $12,309-76.1% |