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 | $93,219 | $176,812-47.3% | $146,665-36.4% | $167,490-44.3% |
| Participation rate | 92.9% | 83.6%+9.2pp | 80.1%+12.8pp | 82.1%+10.8pp |
| Annual return | 13.13% | 24.03%-10.9pp | 22.74%-9.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,006 | $5,160-61.1% | $4,136-51.5% | $4,837-58.5% |
| Participant deferral / active EE | $4,277 | $6,440-33.6% | $5,506-22.3% | $6,341-32.6% |
| Admin fee / account holder | $21,355 | $13,259+61.1% | $10,280+107.7% | $12,309+73.5% |