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 9-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 | $95,086 | $157,256-39.5% | $141,162-32.6% | $152,861-37.8% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 27.57% | 64.32%-36.7pp | 71.39%-43.8pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,078 | $5,261-79.5% | $4,735-77.2% | $4,762-77.4% |
| Participant deferral / active EE | $9,871 | $7,109+38.8% | $6,709+47.1% | $5,850+68.7% |
| Admin fee / account holder | $2,373 | $12,120-80.4% | $10,261-76.9% | $11,596-79.5% |