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 | $91,899 | $127,264-27.8% | $109,895-16.4% | $167,490-45.1% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.2%+10.4pp | 82.1%+2.5pp |
| Annual return | 10.94% | 22.97%-12.0pp | 29.45%-18.5pp | 478.56%-467.6pp |
| Employer contribution / active EE | $658 | $3,322-80.2% | $2,842-76.9% | $4,837-86.4% |
| Participant deferral / active EE | $1,971 | $4,514-56.3% | $4,048-51.3% | $6,341-68.9% |
| Admin fee / account holder | $27,041 | $7,114+280.1% | $6,066+345.8% | $12,309+119.7% |