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 | $86,197 | $93,571-7.9% | $135,903-36.6% | $75,163+14.7% |
| Participation rate | 71.0% | 75.2%-4.2pp | 81.9%-10.9pp | 67.2%+3.8pp |
| Annual return | 16.12% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,066 | $3,537-69.9% | $4,856-78.1% | $2,670-60.1% |
| Participant deferral / active EE | $6,139 | $6,404-4.1% | $7,758-20.9% | $4,125+48.8% |
| Admin fee / account holder | $4,001 | $6,975-42.6% | $10,762-62.8% | $5,651-29.2% |