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 | $99,039 | $91,190+8.6% | $178,490-44.5% | $79,858+24.0% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 11.20% | 24.19%-13.0pp | 151.07%-139.9pp | 31.71%-20.5pp |
| Employer contribution / active EE | $828 | $3,256-74.6% | $5,011-83.5% | $2,471-66.5% |
| Participant deferral / active EE | $3,603 | $3,236+11.3% | $5,202-30.7% | $3,740-3.7% |
| Admin fee / account holder | $10,371 | $6,751+53.6% | $13,984-25.8% | $5,306+95.4% |