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 | $70,636 | $114,381-38.2% | $107,525-34.3% | $142,382-50.4% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.1%+20.2pp | 80.1%+15.1pp |
| Annual return | 13.99% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $976 | $4,015-75.7% | $3,754-74.0% | $4,299-77.3% |
| Participant deferral / active EE | $3,711 | $5,564-33.3% | $5,116-27.5% | $6,507-43.0% |
| Admin fee / account holder | $3,029 | $9,860-69.3% | $8,919-66.0% | $12,624-76.0% |