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 | $94,134 | $117,983-20.2% | $101,794-7.5% | $142,382-33.9% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.2%+19.1pp | 80.1%+8.1pp |
| Annual return | 21.52% | 36.92%-15.4pp | 30.53%-9.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,089 | $2,773-60.7% | $2,289-52.4% | $4,299-74.7% |
| Participant deferral / active EE | $5,312 | $4,714+12.7% | $4,084+30.1% | $6,507-18.4% |
| Admin fee / account holder | $588 | $10,433-94.4% | $8,777-93.3% | $12,624-95.3% |