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 | $92,653 | $107,334-13.7% | $92,893-0.3% | $152,861-39.4% |
| Participation rate | 70.6% | 79.8%-9.2pp | 76.0%-5.4pp | 82.4%-11.9pp |
| Annual return | 13.81% | 145.58%-131.8pp | 109.41%-95.6pp | 345.32%-331.5pp |
| Employer contribution / active EE | $2,342 | $4,221-44.5% | $3,653-35.9% | $4,762-50.8% |
| Participant deferral / active EE | $3,825 | $4,845-21.0% | $4,236-9.7% | $5,850-34.6% |
| Admin fee / account holder | $1,774 | $7,079-74.9% | $5,794-69.4% | $11,596-84.7% |