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 | $80,073 | $117,983-32.1% | $101,794-21.3% | $142,382-43.8% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 14.00% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $908 | $2,773-67.3% | $2,289-60.3% | $4,299-78.9% |
| Participant deferral / active EE | $10,775 | $4,714+128.6% | $4,084+163.8% | $6,507+65.6% |
| Admin fee / account holder | $21,190 | $10,433+103.1% | $8,777+141.4% | $12,624+67.9% |