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 6-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 | $90,588 | $127,065-28.7% | $113,168-20.0% | $142,382-36.4% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 15.98% | 24.03%-8.0pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,158 | $3,442-37.3% | $2,975-27.5% | $4,299-49.8% |
| Participant deferral / active EE | $7,359 | $5,716+28.7% | $5,107+44.1% | $6,507+13.1% |
| Admin fee / account holder | $842 | $15,736-94.6% | $12,068-93.0% | $12,624-93.3% |