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 | $85,021 | $114,381-25.7% | $107,525-20.9% | $142,382-40.3% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 16.38% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,491 | $4,015-13.1% | $3,754-7.0% | $4,299-18.8% |
| Participant deferral / active EE | $3,079 | $5,564-44.7% | $5,116-39.8% | $6,507-52.7% |
| Admin fee / account holder | $1,410 | $9,860-85.7% | $8,919-84.2% | $12,624-88.8% |