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 | $98,900 | $87,733+12.7% | $106,548-7.2% | $85,850+15.2% |
| Participation rate | 77.0% | 71.9%+5.1pp | 76.1%+0.9pp | 69.3%+7.7pp |
| Annual return | 13.17% | 21.86%-8.7pp | 26.80%-13.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $766 | $2,073-63.1% | $2,819-72.8% | $2,565-70.1% |
| Participant deferral / active EE | $2,168 | $3,469-37.5% | $4,398-50.7% | $3,952-45.1% |
| Admin fee / account holder | $814 | $6,767-88.0% | $7,407-89.0% | $6,260-87.0% |