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 | $79,709 | $175,202-54.5% | $149,673-46.7% | $139,434-42.8% |
| Participation rate | 95.8% | 83.4%+12.5pp | 78.8%+17.1pp | 80.3%+15.5pp |
| Annual return | 19.51% | 166.71%-147.2pp | 134.42%-114.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $5,059 | $5,474-7.6% | $4,818+5.0% | $4,751+6.5% |
| Participant deferral / active EE | $4,782 | $6,519-26.6% | $5,680-15.8% | $6,710-28.7% |
| Admin fee / account holder | $1,389 | $16,150-91.4% | $13,210-89.5% | $11,403-87.8% |