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 | $92,502 | $135,952-32.0% | $123,892-25.3% | $273,961-66.2% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 5.92% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $3,443 | $5,170-33.4% | $4,617-25.4% | $4,869-29.3% |
| Participant deferral / active EE | $3,580 | $6,343-43.6% | $5,984-40.2% | $5,287-32.3% |
| Admin fee / account holder | $9,552 | $9,817-2.7% | $8,357+14.3% | $10,132-5.7% |