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 | $94,676 | $118,680-20.2% | $98,907-4.3% | $158,922-40.4% |
| Participation rate | 85.0% | 77.8%+7.2pp | 76.0%+9.0pp | 82.0%+3.0pp |
| Annual return | 15.28% | 372.35%-357.1pp | 196.43%-181.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,814 | $3,333-15.6% | $2,689+4.7% | $4,761-40.9% |
| Participant deferral / active EE | $4,832 | $5,088-5.0% | $4,244+13.9% | $5,982-19.2% |
| Admin fee / account holder | $8,734 | $10,131-13.8% | $6,642+31.5% | $11,246-22.3% |