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 | $91,893 | $162,781-43.5% | $133,956-31.4% | $158,922-42.2% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 21.50% | 41.94%-20.4pp | 45.09%-23.6pp | 302.83%-281.3pp |
| Employer contribution / active EE | $3,524 | $4,975-29.2% | $3,919-10.1% | $4,761-26.0% |
| Participant deferral / active EE | $4,658 | $5,911-21.2% | $5,048-7.7% | $5,982-22.1% |
| Admin fee / account holder | $3,613 | $11,736-69.2% | $8,927-59.5% | $11,246-67.9% |