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 | $82,932 | $110,257-24.8% | $96,544-14.1% | $139,434-40.5% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 12.76% | 26.32%-13.6pp | 25.84%-13.1pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,046 | $3,620-71.1% | $2,965-64.7% | $4,751-78.0% |
| Participant deferral / active EE | $1,970 | $5,548-64.5% | $4,851-59.4% | $6,710-70.6% |
| Admin fee / account holder | $15,783 | $11,591+36.2% | $8,252+91.3% | $11,403+38.4% |