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 | $95,880 | $179,726-46.7% | $156,263-38.6% | $142,382-32.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 14.14% | 77.86%-63.7pp | 59.47%-45.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,130 | $5,069-58.0% | $4,333-50.8% | $4,299-50.4% |
| Participant deferral / active EE | $5,048 | $6,956-27.4% | $6,158-18.0% | $6,507-22.4% |
| Admin fee / account holder | $23,378 | $17,272+35.4% | $14,255+64.0% | $12,624+85.2% |