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 | $87,475 | $93,571-6.5% | $135,903-35.6% | $75,163+16.4% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 32.28% | 30.90%+1.4pp | 68.23%-35.9pp | 160.62%-128.3pp |
| Employer contribution / active EE | $2,924 | $3,537-17.3% | $4,856-39.8% | $2,670+9.5% |
| Participant deferral / active EE | $9,968 | $6,404+55.7% | $7,758+28.5% | $4,125+141.7% |
| Admin fee / account holder | $9,281 | $6,975+33.1% | $10,762-13.8% | $5,651+64.2% |