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 | $93,065 | $93,571-0.5% | $135,903-31.5% | $75,163+23.8% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 18.19% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,372 | $3,537-32.9% | $4,856-51.2% | $2,670-11.1% |
| Participant deferral / active EE | $6,623 | $6,404+3.4% | $7,758-14.6% | $4,125+60.5% |
| Admin fee / account holder | $2,919 | $6,975-58.2% | $10,762-72.9% | $5,651-48.4% |