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 | $104,089 | $127,065-18.1% | $113,168-8.0% | $142,382-26.9% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 13.82% | 24.03%-10.2pp | 24.27%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,742 | $3,442-49.4% | $2,975-41.4% | $4,299-59.5% |
| Participant deferral / active EE | $3,931 | $5,716-31.2% | $5,107-23.0% | $6,507-39.6% |
| Admin fee / account holder | $545 | $15,736-96.5% | $12,068-95.5% | $12,624-95.7% |