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 | $92,838 | $124,281-25.3% | $109,143-14.9% | $167,490-44.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 10.19% | 26.04%-15.8pp | 25.75%-15.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $1,166 | $4,207-72.3% | $3,722-68.7% | $4,837-75.9% |
| Participant deferral / active EE | $2,742 | $5,255-47.8% | $4,653-41.1% | $6,341-56.8% |
| Admin fee / account holder | $2,708 | $7,970-66.0% | $6,752-59.9% | $12,309-78.0% |