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 | $88,223 | $124,319-29.0% | $111,297-20.7% | $167,490-47.3% |
| Participation rate | 87.0% | 79.6%+7.3pp | 77.3%+9.6pp | 82.1%+4.9pp |
| Annual return | 11.63% | 37.44%-25.8pp | 54.65%-43.0pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,665 | $3,435-22.4% | $2,731-2.4% | $4,837-44.9% |
| Participant deferral / active EE | $5,336 | $5,180+3.0% | $4,487+18.9% | $6,341-15.9% |
| Admin fee / account holder | $1,378 | $10,618-87.0% | $7,964-82.7% | $12,309-88.8% |