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 | $82,088 | $89,753-8.5% | $107,525-23.7% | $84,808-3.2% |
| Participation rate | 96.8% | 68.1%+28.7pp | 75.1%+21.7pp | 68.3%+28.5pp |
| Annual return | 15.63% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,089 | $3,113-0.8% | $3,754-17.7% | $2,631+17.4% |
| Participant deferral / active EE | $2,028 | $4,056-50.0% | $5,116-60.4% | $4,212-51.8% |
| Admin fee / account holder | $26,072 | $7,222+261.0% | $8,919+192.3% | $7,344+255.0% |