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 | $88,874 | $817,678-89.1% | $392,568-77.4% | $152,861-41.9% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.1%+13.6pp | 82.4%+9.2pp |
| Annual return | 19.96% | 22.84%-2.9pp | 24.42%-4.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,645 | $5,502-51.9% | $3,783-30.1% | $4,762-44.5% |
| Participant deferral / active EE | $3,404 | $8,398-59.5% | $5,985-43.1% | $5,850-41.8% |
| Admin fee / account holder | $8,691 | $12,095-28.1% | $6,260+38.8% | $11,596-25.1% |