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 | $83,885 | $179,726-53.3% | $156,263-46.3% | $142,382-41.1% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 12.80% | 77.86%-65.1pp | 59.47%-46.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,070 | $5,069-59.2% | $4,333-52.2% | $4,299-51.9% |
| Participant deferral / active EE | $3,858 | $6,956-44.5% | $6,158-37.4% | $6,507-40.7% |
| Admin fee / account holder | $10,802 | $17,272-37.5% | $14,255-24.2% | $12,624-14.4% |