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 | $87,647 | $112,096-21.8% | $95,952-8.7% | $158,922-44.8% |
| Participation rate | 82.4% | 79.0%+3.4pp | 77.1%+5.3pp | 82.0%+0.4pp |
| Annual return | 9.51% | 171.09%-161.6pp | 91.61%-82.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,579 | $3,198-50.6% | $2,541-37.8% | $4,761-66.8% |
| Participant deferral / active EE | $4,179 | $4,784-12.7% | $4,167+0.3% | $5,982-30.1% |
| Admin fee / account holder | $7,575 | $10,130-25.2% | $6,795+11.5% | $11,246-32.6% |