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 | $91,220 | $93,571-2.5% | $135,903-32.9% | $75,163+21.4% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.3pp | 67.2%+29.0pp |
| Annual return | 15.66% | 30.90%-15.2pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,272 | $3,537-7.5% | $4,856-32.6% | $2,670+22.5% |
| Participant deferral / active EE | $5,700 | $6,404-11.0% | $7,758-26.5% | $4,125+38.2% |
| Admin fee / account holder | $33,026 | $6,975+373.5% | $10,762+206.9% | $5,651+484.4% |