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 | $82,848 | $124,319-33.4% | $111,297-25.6% | $167,490-50.5% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.3%+18.5pp | 82.1%+13.7pp |
| Annual return | 12.18% | 37.44%-25.3pp | 54.65%-42.5pp | 478.56%-466.4pp |
| Employer contribution / active EE | $3,864 | $3,435+12.5% | $2,731+41.5% | $4,837-20.1% |
| Participant deferral / active EE | $10,717 | $5,180+106.9% | $4,487+138.8% | $6,341+69.0% |
| Admin fee / account holder | $14,581 | $10,618+37.3% | $7,964+83.1% | $12,309+18.5% |