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 | $91,296 | $107,452-15.0% | $91,541-0.3% | $142,382-35.9% |
| Participation rate | 86.7% | 75.1%+11.6pp | 69.8%+16.9pp | 80.1%+6.5pp |
| Annual return | 15.00% | 22.06%-7.1pp | 20.50%-5.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,302 | $2,994+10.3% | $2,505+31.8% | $4,299-23.2% |
| Participant deferral / active EE | $8,657 | $4,754+82.1% | $4,008+116.0% | $6,507+33.0% |
| Admin fee / account holder | $3,253 | $8,834-63.2% | $6,956-53.2% | $12,624-74.2% |