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 | $79,761 | $127,065-37.2% | $113,168-29.5% | $142,382-44.0% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 15.16% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,643 | $3,442-52.3% | $2,975-44.8% | $4,299-61.8% |
| Participant deferral / active EE | $3,572 | $5,716-37.5% | $5,107-30.1% | $6,507-45.1% |
| Admin fee / account holder | $1,171 | $15,736-92.6% | $12,068-90.3% | $12,624-90.7% |