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 | $94,393 | $183,519-48.6% | $155,509-39.3% | $145,922-35.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 13.59% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,496 | $5,313-34.2% | $4,672-25.2% | $4,660-25.0% |
| Participant deferral / active EE | $4,304 | $6,462-33.4% | $5,626-23.5% | $6,688-35.6% |
| Admin fee / account holder | $3,458 | $19,313-82.1% | $15,912-78.3% | $13,397-74.2% |