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 | $84,465 | $133,922-36.9% | $116,228-27.3% | $142,382-40.7% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 16.00% | 147.76%-131.8pp | 90.06%-74.1pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,637 | $3,446-23.5% | $2,994-11.9% | $4,299-38.7% |
| Participant deferral / active EE | $3,544 | $5,672-37.5% | $4,953-28.4% | $6,507-45.5% |
| Admin fee / account holder | $19,428 | $14,945+30.0% | $11,989+62.0% | $12,624+53.9% |