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 | $99,758 | $148,534-32.8% | $135,903-26.6% | $139,434-28.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 12.19% | 79.19%-67.0pp | 68.23%-56.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,486 | $5,243-71.7% | $4,856-69.4% | $4,751-68.7% |
| Participant deferral / active EE | $3,839 | $8,100-52.6% | $7,758-50.5% | $6,710-42.8% |
| Admin fee / account holder | $2,170 | $12,400-82.5% | $10,762-79.8% | $11,403-81.0% |