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 | $93,242 | $104,974-11.2% | $95,585-2.5% | $142,382-34.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 23.16% | 210.33%-187.2pp | 38.56%-15.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $4,173 | $2,779+50.2% | $2,527+65.2% | $4,299-2.9% |
| Participant deferral / active EE | $6,839 | $4,352+57.1% | $4,023+70.0% | $6,507+5.1% |
| Admin fee / account holder | $1,038 | $6,386-83.8% | $6,127-83.1% | $12,624-91.8% |