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 | $92,814 | $111,754-16.9% | $103,333-10.2% | $145,922-36.4% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 13.55% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,176 | $4,212-48.4% | $3,868-43.7% | $4,660-53.3% |
| Participant deferral / active EE | $7,738 | $5,619+37.7% | $5,057+53.0% | $6,688+15.7% |
| Admin fee / account holder | $9,342 | $9,750-4.2% | $8,355+11.8% | $13,397-30.3% |