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 | $96,740 | $124,319-22.2% | $111,297-13.1% | $167,490-42.2% |
| Participation rate | 95.7% | 79.6%+16.0pp | 77.3%+18.3pp | 82.1%+13.5pp |
| Annual return | 13.85% | 37.44%-23.6pp | 54.65%-40.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $3,052 | $3,435-11.2% | $2,731+11.7% | $4,837-36.9% |
| Participant deferral / active EE | $4,166 | $5,180-19.6% | $4,487-7.2% | $6,341-34.3% |
| Admin fee / account holder | $526 | $10,618-95.0% | $7,964-93.4% | $12,309-95.7% |