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 | $70,607 | $179,726-60.7% | $156,263-54.8% | $142,382-50.4% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.9%+15.8pp | 80.1%+14.6pp |
| Annual return | 12.75% | 77.86%-65.1pp | 59.47%-46.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,936 | $5,069-22.4% | $4,333-9.2% | $4,299-8.4% |
| Participant deferral / active EE | $7,039 | $6,956+1.2% | $6,158+14.3% | $6,507+8.2% |
| Admin fee / account holder | $8,555 | $17,272-50.5% | $14,255-40.0% | $12,624-32.2% |