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 | $97,322 | $175,202-44.5% | $149,673-35.0% | $139,434-30.2% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 23.42% | 166.71%-143.3pp | 134.42%-111.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,128 | $5,474-61.1% | $4,818-55.8% | $4,751-55.2% |
| Participant deferral / active EE | $4,683 | $6,519-28.2% | $5,680-17.5% | $6,710-30.2% |
| Admin fee / account holder | $1,858 | $16,150-88.5% | $13,210-85.9% | $11,403-83.7% |