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 | $88,651 | $127,065-30.2% | $113,168-21.7% | $142,382-37.7% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 13.92% | 24.03%-10.1pp | 24.27%-10.3pp | 217.08%-203.2pp |
| Employer contribution / active EE | $6,347 | $3,442+84.4% | $2,975+113.3% | $4,299+47.6% |
| Participant deferral / active EE | $13,623 | $5,716+138.3% | $5,107+166.8% | $6,507+109.4% |
| Admin fee / account holder | $3,673 | $15,736-76.7% | $12,068-69.6% | $12,624-70.9% |