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 | $103,872 | $154,117-32.6% | $129,995-20.1% | $139,434-25.5% |
| Participation rate | 94.7% | 82.0%+12.8pp | 78.5%+16.3pp | 80.3%+14.4pp |
| Annual return | 20.56% | 32.48%-11.9pp | -137.18%+157.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,696 | $5,289-49.0% | $4,320-37.6% | $4,751-43.3% |
| Participant deferral / active EE | $8,286 | $6,710+23.5% | $5,820+42.4% | $6,710+23.5% |
| Admin fee / account holder | $1,347 | $14,007-90.4% | $10,614-87.3% | $11,403-88.2% |