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 | $91,512 | $177,572-48.5% | $154,803-40.9% | $142,382-35.7% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.1%+12.4pp | 80.1%+10.4pp |
| Annual return | 19.56% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,556 | $4,810-46.9% | $4,305-40.6% | $4,299-40.5% |
| Participant deferral / active EE | $4,920 | $6,272-21.6% | $5,540-11.2% | $6,507-24.4% |
| Admin fee / account holder | $806 | $16,786-95.2% | $14,329-94.4% | $12,624-93.6% |