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 | $87,658 | $111,754-21.6% | $103,333-15.2% | $145,922-39.9% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 11.66% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $4,697 | $4,212+11.5% | $3,868+21.4% | $4,660+0.8% |
| Participant deferral / active EE | $11,317 | $5,619+101.4% | $5,057+123.8% | $6,688+69.2% |
| Admin fee / account holder | $716 | $9,750-92.7% | $8,355-91.4% | $13,397-94.7% |