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 9-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 | $73,490 | $89,753-18.1% | $107,525-31.7% | $84,808-13.3% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 17.08% | 29.48%-12.4pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,370 | $3,113-23.9% | $3,754-36.9% | $2,631-9.9% |
| Participant deferral / active EE | $5,660 | $4,056+39.5% | $5,116+10.6% | $4,212+34.4% |
| Admin fee / account holder | $4,336 | $7,222-40.0% | $8,919-51.4% | $7,344-41.0% |