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 | $80,427 | $114,381-29.7% | $107,525-25.2% | $142,382-43.5% |
| Participation rate | 89.5% | 78.1%+11.3pp | 75.1%+14.4pp | 80.1%+9.4pp |
| Annual return | 17.39% | 242.71%-225.3pp | 181.32%-163.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $5,058 | $4,015+26.0% | $3,754+34.8% | $4,299+17.7% |
| Participant deferral / active EE | $4,613 | $5,564-17.1% | $5,116-9.8% | $6,507-29.1% |
| Admin fee / account holder | $12,737 | $9,860+29.2% | $8,919+42.8% | $12,624+0.9% |