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 | $84,513 | $86,286-2.1% | $111,297-24.1% | $85,850-1.6% |
| Participation rate | 70.2% | 73.3%-3.2pp | 77.3%-7.1pp | 69.3%+0.9pp |
| Annual return | 16.98% | 19.99%-3.0pp | 54.65%-37.7pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,086 | $2,043-46.8% | $2,731-60.2% | $2,565-57.7% |
| Participant deferral / active EE | $5,155 | $3,641+41.6% | $4,487+14.9% | $3,952+30.4% |
| Admin fee / account holder | $1,792 | $8,188-78.1% | $7,964-77.5% | $6,260-71.4% |