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 | $85,302 | $124,281-31.4% | $109,143-21.8% | $167,490-49.1% |
| Participation rate | 86.7% | 79.4%+7.2pp | 75.9%+10.8pp | 82.1%+4.6pp |
| Annual return | 17.54% | 26.04%-8.5pp | 25.75%-8.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $3,323 | $4,207-21.0% | $3,722-10.7% | $4,837-31.3% |
| Participant deferral / active EE | $3,561 | $5,255-32.2% | $4,653-23.5% | $6,341-43.8% |
| Admin fee / account holder | $2,168 | $7,970-72.8% | $6,752-67.9% | $12,309-82.4% |