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 | $84,312 | $117,841-28.5% | $102,423-17.7% | $145,922-42.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 16.48% | 31.65%-15.2pp | 29.32%-12.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $5,942 | $3,615+64.4% | $3,023+96.5% | $4,660+27.5% |
| Participant deferral / active EE | $8,425 | $5,731+47.0% | $5,053+66.7% | $6,688+26.0% |
| Admin fee / account holder | $10,545 | $13,326-20.9% | $9,451+11.6% | $13,397-21.3% |