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 | $88,753 | $82,978+7.0% | $129,995-31.7% | $71,457+24.2% |
| Participation rate | 73.0% | 74.1%-1.1pp | 78.5%-5.5pp | 67.9%+5.1pp |
| Annual return | 20.26% | 20.60%-0.3pp | -137.18%+157.4pp | 28.85%-8.6pp |
| Employer contribution / active EE | $2,095 | $2,622-20.1% | $4,320-51.5% | $2,588-19.0% |
| Participant deferral / active EE | $4,211 | $4,432-5.0% | $5,820-27.6% | $4,289-1.8% |
| Admin fee / account holder | $4,684 | $1,729+170.9% | $10,614-55.9% | $1,587+195.1% |