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 | $94,517 | $127,065-25.6% | $113,168-16.5% | $142,382-33.6% |
| Participation rate | 84.2% | 79.2%+5.0pp | 76.6%+7.6pp | 80.1%+4.1pp |
| Annual return | 19.19% | 24.03%-4.8pp | 24.27%-5.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,384 | $3,442-59.8% | $2,975-53.5% | $4,299-67.8% |
| Participant deferral / active EE | $6,125 | $5,716+7.2% | $5,107+19.9% | $6,507-5.9% |
| Admin fee / account holder | $1,160 | $15,736-92.6% | $12,068-90.4% | $12,624-90.8% |