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 | $82,083 | $89,753-8.5% | $107,525-23.7% | $84,808-3.2% |
| Participation rate | 98.4% | 68.1%+30.4pp | 75.1%+23.4pp | 68.3%+30.1pp |
| Annual return | 18.52% | 29.48%-11.0pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $5,501 | $3,113+76.7% | $3,754+46.6% | $2,631+109.1% |
| Participant deferral / active EE | $7,339 | $4,056+80.9% | $5,116+43.5% | $4,212+74.3% |
| Admin fee / account holder | $1,432 | $7,222-80.2% | $8,919-83.9% | $7,344-80.5% |