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 | $84,888 | $179,726-52.8% | $156,263-45.7% | $142,382-40.4% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.9%+16.7pp | 80.1%+15.5pp |
| Annual return | 11.43% | 77.86%-66.4pp | 59.47%-48.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,053 | $5,069-59.5% | $4,333-52.6% | $4,299-52.2% |
| Participant deferral / active EE | $3,688 | $6,956-47.0% | $6,158-40.1% | $6,507-43.3% |
| Admin fee / account holder | $10,899 | $17,272-36.9% | $14,255-23.5% | $12,624-13.7% |