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 | $89,233 | $111,754-20.2% | $103,333-13.6% | $145,922-38.8% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 9.39% | 24.77%-15.4pp | 24.88%-15.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $3,209 | $4,212-23.8% | $3,868-17.0% | $4,660-31.1% |
| Participant deferral / active EE | $7,802 | $5,619+38.9% | $5,057+54.3% | $6,688+16.7% |
| Admin fee / account holder | $33,287 | $9,750+241.4% | $8,355+298.4% | $13,397+148.5% |