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 9-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 | $93,899 | $114,381-17.9% | $107,525-12.7% | $142,382-34.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 13.43% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,458 | $4,015-38.8% | $3,754-34.5% | $4,299-42.8% |
| Participant deferral / active EE | $5,332 | $5,564-4.2% | $5,116+4.2% | $6,507-18.1% |
| Admin fee / account holder | $31,100 | $9,860+215.4% | $8,919+248.7% | $12,624+146.4% |