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 | $92,484 | $103,376-10.5% | $87,100+6.2% | $152,861-39.5% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.9%+7.7pp | 82.4%+2.2pp |
| Annual return | 19.20% | 28.10%-8.9pp | 28.19%-9.0pp | 345.32%-326.1pp |
| Employer contribution / active EE | $4,655 | $3,220+44.5% | $2,521+84.6% | $4,762-2.3% |
| Participant deferral / active EE | $2,366 | $4,778-50.5% | $4,049-41.6% | $5,850-59.6% |
| Admin fee / account holder | $11,996 | $12,205-1.7% | $7,497+60.0% | $11,596+3.4% |