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 | $82,767 | $89,753-7.8% | $107,525-23.0% | $84,808-2.4% |
| Participation rate | 98.6% | 68.1%+30.5pp | 75.1%+23.5pp | 68.3%+30.3pp |
| Annual return | 17.96% | 29.48%-11.5pp | 181.32%-163.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,733 | $3,113+19.9% | $3,754-0.6% | $2,631+41.9% |
| Participant deferral / active EE | $10,684 | $4,056+163.4% | $5,116+108.9% | $4,212+153.7% |
| Admin fee / account holder | $4,255 | $7,222-41.1% | $8,919-52.3% | $7,344-42.1% |