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 | $89,117 | $111,754-20.3% | $103,333-13.8% | $145,922-38.9% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 10.41% | 24.77%-14.4pp | 24.88%-14.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,269 | $4,212-46.1% | $3,868-41.3% | $4,660-51.3% |
| Participant deferral / active EE | $4,562 | $5,619-18.8% | $5,057-9.8% | $6,688-31.8% |
| Admin fee / account holder | $24,164 | $9,750+147.8% | $8,355+189.2% | $13,397+80.4% |