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 | $86,682 | $103,376-16.1% | $87,100-0.5% | $152,861-43.3% |
| Participation rate | 90.5% | 79.3%+11.1pp | 76.9%+13.6pp | 82.4%+8.0pp |
| Annual return | 35.89% | 28.10%+7.8pp | 28.19%+7.7pp | 345.32%-309.4pp |
| Employer contribution / active EE | $1,872 | $3,220-41.9% | $2,521-25.7% | $4,762-60.7% |
| Participant deferral / active EE | $4,946 | $4,778+3.5% | $4,049+22.2% | $5,850-15.5% |
| Admin fee / account holder | $1,504 | $12,205-87.7% | $7,497-79.9% | $11,596-87.0% |