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 | $97,960 | $124,281-21.2% | $109,143-10.2% | $167,490-41.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 27.77% | 26.04%+1.7pp | 25.75%+2.0pp | 478.56%-450.8pp |
| Employer contribution / active EE | $3,537 | $4,207-15.9% | $3,722-5.0% | $4,837-26.9% |
| Participant deferral / active EE | $8,156 | $5,255+55.2% | $4,653+75.3% | $6,341+28.6% |
| Admin fee / account holder | $4,328 | $7,970-45.7% | $6,752-35.9% | $12,309-64.8% |