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 | $91,662 | $159,602-42.6% | $150,045-38.9% | $142,382-35.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 18.25% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,348 | $4,961-12.3% | $4,693-7.4% | $4,299+1.1% |
| Participant deferral / active EE | $12,620 | $8,310+51.9% | $7,997+57.8% | $6,507+93.9% |
| Admin fee / account holder | $3,969 | $14,846-73.3% | $13,435-70.5% | $12,624-68.6% |