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 | $108,170 | $755,339-85.7% | $379,746-71.5% | $158,922-31.9% |
| Participation rate | 78.9% | 81.8%-2.8pp | 78.4%+0.5pp | 82.0%-3.0pp |
| Annual return | 12.03% | 53.41%-41.4pp | 34.90%-22.9pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,525 | $4,685-67.4% | $3,540-56.9% | $4,761-68.0% |
| Participant deferral / active EE | $3,205 | $7,938-59.6% | $6,024-46.8% | $5,982-46.4% |
| Admin fee / account holder | $2,675 | $14,482-81.5% | $7,927-66.2% | $11,246-76.2% |