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 | $96,673 | $118,427-18.4% | $66,042+46.4% | $142,382-32.1% |
| Participation rate | 93.3% | 68.1%+25.2pp | 67.5%+25.8pp | 80.1%+13.2pp |
| Annual return | 17.71% | 35.57%-17.9pp | 52.11%-34.4pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,657 | $2,570+3.4% | $1,579+68.2% | $4,299-38.2% |
| Participant deferral / active EE | $9,304 | $4,311+115.8% | $2,835+228.1% | $6,507+43.0% |
| Admin fee / account holder | $656 | $9,593-93.2% | $5,747-88.6% | $12,624-94.8% |