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 | $104,531 | $162,781-35.8% | $133,956-22.0% | $158,922-34.2% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 15.46% | 41.94%-26.5pp | 45.09%-29.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,430 | $4,975-71.3% | $3,919-63.5% | $4,761-70.0% |
| Participant deferral / active EE | $1,821 | $5,911-69.2% | $5,048-63.9% | $5,982-69.6% |
| Admin fee / account holder | $557 | $11,736-95.3% | $8,927-93.8% | $11,246-95.0% |