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 | $83,786 | $110,257-24.0% | $96,544-13.2% | $139,434-39.9% |
| Participation rate | 92.9% | 78.1%+14.8pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 13.80% | 26.32%-12.5pp | 25.84%-12.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,994 | $3,620-44.9% | $2,965-32.7% | $4,751-58.0% |
| Participant deferral / active EE | $2,387 | $5,548-57.0% | $4,851-50.8% | $6,710-64.4% |
| Admin fee / account holder | $862 | $11,591-92.6% | $8,252-89.5% | $11,403-92.4% |