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 | $108,364 | $111,754-3.0% | $103,333+4.9% | $145,922-25.7% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 18.02% | 24.77%-6.7pp | 24.88%-6.9pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,720 | $4,212-59.2% | $3,868-55.5% | $4,660-63.1% |
| Participant deferral / active EE | $4,231 | $5,619-24.7% | $5,057-16.3% | $6,688-36.7% |
| Admin fee / account holder | $310 | $9,750-96.8% | $8,355-96.3% | $13,397-97.7% |