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 | $97,149 | $80,968+20.0% | $96,544+0.6% | $75,163+29.3% |
| Participation rate | 71.9% | 71.8%+0.1pp | 76.0%-4.1pp | 67.2%+4.7pp |
| Annual return | 15.92% | 27.06%-11.1pp | 25.84%-9.9pp | 160.62%-144.7pp |
| Employer contribution / active EE | $760 | $2,282-66.7% | $2,965-74.4% | $2,670-71.5% |
| Participant deferral / active EE | $5,144 | $3,928+31.0% | $4,851+6.1% | $4,125+24.7% |
| Admin fee / account holder | $17,406 | $6,724+158.8% | $8,252+110.9% | $5,651+208.0% |