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 | $106,386 | $114,381-7.0% | $107,525-1.1% | $142,382-25.3% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 17.28% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,956 | $4,015-1.5% | $3,754+5.4% | $4,299-8.0% |
| Participant deferral / active EE | $10,615 | $5,564+90.8% | $5,116+107.5% | $6,507+63.1% |
| Admin fee / account holder | $12,880 | $9,860+30.6% | $8,919+44.4% | $12,624+2.0% |