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 | $77,794 | $105,931-26.6% | $81,930-5.0% | $158,922-51.0% |
| Participation rate | 77.8% | 75.6%+2.2pp | 72.0%+5.8pp | 82.0%-4.2pp |
| Annual return | 12.26% | 38.17%-25.9pp | 29.49%-17.2pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,895 | $7,800-50.1% | $4,310-9.6% | $4,761-18.2% |
| Participant deferral / active EE | $2,540 | $13,003-80.5% | $7,107-64.3% | $5,982-57.5% |
| Admin fee / account holder | $1,299 | $8,489-84.7% | $5,158-74.8% | $11,246-88.4% |