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 | $79,453 | $86,286-7.9% | $111,297-28.6% | $85,850-7.5% |
| Participation rate | 93.5% | 73.3%+20.1pp | 77.3%+16.2pp | 69.3%+24.2pp |
| Annual return | 12.34% | 19.99%-7.6pp | 54.65%-42.3pp | 318.53%-306.2pp |
| Employer contribution / active EE | $3,730 | $2,043+82.6% | $2,731+36.6% | $2,565+45.4% |
| Participant deferral / active EE | $4,657 | $3,641+27.9% | $4,487+3.8% | $3,952+17.8% |
| Admin fee / account holder | $3,812 | $8,188-53.4% | $7,964-52.1% | $6,260-39.1% |