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 | $89,386 | $86,286+3.6% | $111,297-19.7% | $85,850+4.1% |
| Participation rate | 77.1% | 73.3%+3.8pp | 77.3%-0.2pp | 69.3%+7.8pp |
| Annual return | 15.93% | 19.99%-4.1pp | 54.65%-38.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $818 | $2,043-59.9% | $2,731-70.0% | $2,565-68.1% |
| Participant deferral / active EE | $4,098 | $3,641+12.6% | $4,487-8.7% | $3,952+3.7% |
| Admin fee / account holder | $5,362 | $8,188-34.5% | $7,964-32.7% | $6,260-14.3% |