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 | $90,213 | $110,257-18.2% | $96,544-6.6% | $139,434-35.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 26.48% | 26.32%+0.2pp | 25.84%+0.6pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,671 | $3,620-53.8% | $2,965-43.6% | $4,751-64.8% |
| Participant deferral / active EE | $2,449 | $5,548-55.8% | $4,851-49.5% | $6,710-63.5% |
| Admin fee / account holder | $66,115 | $11,591+470.4% | $8,252+701.2% | $11,403+479.8% |