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 | $115,019 | $176,056-34.7% | $159,436-27.9% | $167,490-31.3% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 18.94% | 331.75%-312.8pp | 263.57%-244.6pp | 478.56%-459.6pp |
| Employer contribution / active EE | $2,915 | $5,297-45.0% | $4,829-39.6% | $4,837-39.7% |
| Participant deferral / active EE | $8,288 | $7,750+6.9% | $7,352+12.7% | $6,341+30.7% |
| Admin fee / account holder | $5,924 | $12,554-52.8% | $10,799-45.1% | $12,309-51.9% |