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 | $98,796 | $117,841-16.2% | $102,423-3.5% | $145,922-32.3% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 11.06% | 31.65%-20.6pp | 29.32%-18.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,459 | $3,615-59.6% | $3,023-51.8% | $4,660-68.7% |
| Participant deferral / active EE | $4,477 | $5,731-21.9% | $5,053-11.4% | $6,688-33.1% |
| Admin fee / account holder | $23,930 | $13,326+79.6% | $9,451+153.2% | $13,397+78.6% |