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 4-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 | $90,129 | $117,841-23.5% | $102,423-12.0% | $145,922-38.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 11.82% | 31.65%-19.8pp | 29.32%-17.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,639 | $3,615+0.7% | $3,023+20.4% | $4,660-21.9% |
| Participant deferral / active EE | $7,771 | $5,731+35.6% | $5,053+53.8% | $6,688+16.2% |
| Admin fee / account holder | $733 | $13,326-94.5% | $9,451-92.2% | $13,397-94.5% |