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 5-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 | $80,085 | $111,754-28.3% | $103,333-22.5% | $145,922-45.1% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 11.15% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,897 | $4,212+16.3% | $3,868+26.6% | $4,660+5.1% |
| Participant deferral / active EE | $9,249 | $5,619+64.6% | $5,057+82.9% | $6,688+38.3% |
| Admin fee / account holder | $1,289 | $9,750-86.8% | $8,355-84.6% | $13,397-90.4% |