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 | $74,860 | $80,968-7.5% | $96,544-22.5% | $75,163-0.4% |
| Participation rate | 96.3% | 71.8%+24.5pp | 76.0%+20.3pp | 67.2%+29.1pp |
| Annual return | 13.96% | 27.06%-13.1pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,726 | $2,282-24.3% | $2,965-41.8% | $2,670-35.3% |
| Participant deferral / active EE | $4,112 | $3,928+4.7% | $4,851-15.2% | $4,125-0.3% |
| Admin fee / account holder | $936 | $6,724-86.1% | $8,252-88.7% | $5,651-83.4% |