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 | $87,544 | $135,952-35.6% | $123,892-29.3% | $273,961-68.0% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 5.28% | 56.63%-51.3pp | 47.52%-42.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,702 | $5,170-47.7% | $4,617-41.5% | $4,869-44.5% |
| Participant deferral / active EE | $8,811 | $6,343+38.9% | $5,984+47.2% | $5,287+66.6% |
| Admin fee / account holder | $10,970 | $9,817+11.7% | $8,357+31.3% | $10,132+8.3% |