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 | $84,860 | $97,744-13.2% | $103,476-18.0% | $145,922-41.8% |
| Participation rate | 80.0% | 81.1%-1.1pp | 80.5%-0.5pp | 80.3%-0.3pp |
| Annual return | 11.96% | 25.41%-13.5pp | 23.90%-11.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,176 | $4,677-10.7% | $4,672-10.6% | $4,660-10.4% |
| Participant deferral / active EE | $7,496 | $6,603+13.5% | $6,623+13.2% | $6,688+12.1% |
| Admin fee / account holder | $5,491 | $12,515-56.1% | $9,413-41.7% | $13,397-59.0% |