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 | $98,309 | $117,983-16.7% | $101,794-3.4% | $142,382-31.0% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.2%+24.9pp | 80.1%+14.0pp |
| Annual return | 13.35% | 36.92%-23.6pp | 30.53%-17.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $787 | $2,773-71.6% | $2,289-65.6% | $4,299-81.7% |
| Participant deferral / active EE | $4,342 | $4,714-7.9% | $4,084+6.3% | $6,507-33.3% |
| Admin fee / account holder | $1,122 | $10,433-89.2% | $8,777-87.2% | $12,624-91.1% |