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 | $83,328 | $117,983-29.4% | $101,794-18.1% | $142,382-41.5% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.2%+20.3pp | 80.1%+9.4pp |
| Annual return | 14.92% | 36.92%-22.0pp | 30.53%-15.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,100 | $2,773-24.3% | $2,289-8.2% | $4,299-51.1% |
| Participant deferral / active EE | $3,373 | $4,714-28.4% | $4,084-17.4% | $6,507-48.2% |
| Admin fee / account holder | $477 | $10,433-95.4% | $8,777-94.6% | $12,624-96.2% |