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 | $115,801 | $232,540-50.2% | $185,117-37.4% | $147,584-21.5% |
| Participation rate | 93.8% | 82.4%+11.4pp | 77.3%+16.5pp | 82.8%+10.9pp |
| Annual return | 19.73% | 43.03%-23.3pp | 40.50%-20.8pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,038 | $5,195-60.8% | $4,182-51.3% | $4,876-58.2% |
| Participant deferral / active EE | $8,623 | $5,834+47.8% | $5,045+70.9% | $5,439+58.6% |
| Admin fee / account holder | $1,325 | $10,275-87.1% | $8,159-83.8% | $10,885-87.8% |