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 | $94,291 | $183,519-48.6% | $155,509-39.4% | $145,922-35.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.83% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,102 | $5,313-41.6% | $4,672-33.6% | $4,660-33.4% |
| Participant deferral / active EE | $13,615 | $6,462+110.7% | $5,626+142.0% | $6,688+103.6% |
| Admin fee / account holder | $1,373 | $19,313-92.9% | $15,912-91.4% | $13,397-89.8% |