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 | $98,974 | $117,983-16.1% | $101,794-2.8% | $142,382-30.5% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 14.64% | 36.92%-22.3pp | 30.53%-15.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $743 | $2,773-73.2% | $2,289-67.5% | $4,299-82.7% |
| Participant deferral / active EE | $3,382 | $4,714-28.2% | $4,084-17.2% | $6,507-48.0% |
| Admin fee / account holder | $3,452 | $10,433-66.9% | $8,777-60.7% | $12,624-72.7% |