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 | $90,501 | $192,717-53.0% | $142,449-36.5% | $139,434-35.1% |
| Participation rate | 93.8% | 81.5%+12.3pp | 76.8%+17.0pp | 80.3%+13.4pp |
| Annual return | 17.04% | 17.99%-1.0pp | 19.99%-3.0pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,916 | $5,806-67.0% | $4,847-60.5% | $4,751-59.7% |
| Participant deferral / active EE | $2,552 | $7,208-64.6% | $6,283-59.4% | $6,710-62.0% |
| Admin fee / account holder | $10,945 | $15,124-27.6% | $10,011+9.3% | $11,403-4.0% |