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 | $98,806 | $114,381-13.6% | $107,525-8.1% | $142,382-30.6% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 12.42% | 242.71%-230.3pp | 181.32%-168.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,951 | $4,015-26.5% | $3,754-21.4% | $4,299-31.4% |
| Participant deferral / active EE | $5,764 | $5,564+3.6% | $5,116+12.7% | $6,507-11.4% |
| Admin fee / account holder | $8,693 | $9,860-11.8% | $8,919-2.5% | $12,624-31.1% |