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 | $81,582 | $107,334-24.0% | $92,893-12.2% | $152,861-46.6% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 22.53% | 145.58%-123.0pp | 109.41%-86.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,093 | $4,221-74.1% | $3,653-70.1% | $4,762-77.1% |
| Participant deferral / active EE | $3,716 | $4,845-23.3% | $4,236-12.3% | $5,850-36.5% |
| Admin fee / account holder | $2,169 | $7,079-69.4% | $5,794-62.6% | $11,596-81.3% |