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 | $92,566 | $133,922-30.9% | $116,228-20.4% | $142,382-35.0% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.6%+17.1pp | 80.1%+11.5pp |
| Annual return | 13.35% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,061 | $3,446-40.2% | $2,994-31.2% | $4,299-52.1% |
| Participant deferral / active EE | $6,009 | $5,672+5.9% | $4,953+21.3% | $6,507-7.7% |
| Admin fee / account holder | $5,571 | $14,945-62.7% | $11,989-53.5% | $12,624-55.9% |