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 | $108,526 | $110,257-1.6% | $96,544+12.4% | $139,434-22.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 22.56% | 26.32%-3.8pp | 25.84%-3.3pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,108 | $3,620-69.4% | $2,965-62.6% | $4,751-76.7% |
| Participant deferral / active EE | $6,920 | $5,548+24.7% | $4,851+42.6% | $6,710+3.1% |
| Admin fee / account holder | $676 | $11,591-94.2% | $8,252-91.8% | $11,403-94.1% |