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 | $91,765 | $87,733+4.6% | $106,548-13.9% | $85,850+6.9% |
| Participation rate | 73.6% | 71.9%+1.7pp | 76.1%-2.5pp | 69.3%+4.3pp |
| Annual return | 11.26% | 21.86%-10.6pp | 26.80%-15.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $643 | $2,073-69.0% | $2,819-77.2% | $2,565-74.9% |
| Participant deferral / active EE | $3,338 | $3,469-3.8% | $4,398-24.1% | $3,952-15.5% |
| Admin fee / account holder | $1,796 | $6,767-73.5% | $7,407-75.8% | $6,260-71.3% |