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 | $80,665 | $90,745-11.1% | $130,231-38.1% | $75,163+7.3% |
| Participation rate | 71.3% | 71.1%+0.2pp | 76.3%-5.0pp | 67.2%+4.1pp |
| Annual return | 19.93% | 34.45%-14.5pp | 38.77%-18.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,473 | $3,314-55.6% | $4,126-64.3% | $2,670-44.8% |
| Participant deferral / active EE | $3,209 | $5,362-40.2% | $6,799-52.8% | $4,125-22.2% |
| Admin fee / account holder | $3,861 | $6,331-39.0% | $6,020-35.9% | $5,651-31.7% |