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 | $93,070 | $177,572-47.6% | $154,803-39.9% | $142,382-34.6% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 18.41% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $6,428 | $4,810+33.6% | $4,305+49.3% | $4,299+49.5% |
| Participant deferral / active EE | $2,570 | $6,272-59.0% | $5,540-53.6% | $6,507-60.5% |
| Admin fee / account holder | $6,133 | $16,786-63.5% | $14,329-57.2% | $12,624-51.4% |