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 | $88,144 | $176,812-50.1% | $146,665-39.9% | $167,490-47.4% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 11.87% | 24.03%-12.2pp | 22.74%-10.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,368 | $5,160-73.5% | $4,136-66.9% | $4,837-71.7% |
| Participant deferral / active EE | $3,715 | $6,440-42.3% | $5,506-32.5% | $6,341-41.4% |
| Admin fee / account holder | $14,449 | $13,259+9.0% | $10,280+40.6% | $12,309+17.4% |