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 | $86,951 | $87,733-0.9% | $106,548-18.4% | $85,850+1.3% |
| Participation rate | 71.2% | 71.9%-0.7pp | 76.1%-4.9pp | 69.3%+1.9pp |
| Annual return | 13.16% | 21.86%-8.7pp | 26.80%-13.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,845 | $2,073-11.0% | $2,819-34.5% | $2,565-28.1% |
| Participant deferral / active EE | $3,231 | $3,469-6.9% | $4,398-26.5% | $3,952-18.2% |
| Admin fee / account holder | $2,323 | $6,767-65.7% | $7,407-68.6% | $6,260-62.9% |