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 | $87,783 | $179,726-51.2% | $156,263-43.8% | $142,382-38.3% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.9%+10.6pp | 80.1%+9.4pp |
| Annual return | 16.83% | 77.86%-61.0pp | 59.47%-42.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,153 | $5,069-57.5% | $4,333-50.3% | $4,299-49.9% |
| Participant deferral / active EE | $3,911 | $6,956-43.8% | $6,158-36.5% | $6,507-39.9% |
| Admin fee / account holder | $20,468 | $17,272+18.5% | $14,255+43.6% | $12,624+62.1% |