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 | $83,184 | $89,355-6.9% | $141,162-41.1% | $72,985+14.0% |
| Participation rate | 93.2% | 75.1%+18.1pp | 82.5%+10.8pp | 69.5%+23.7pp |
| Annual return | 26.66% | 111.85%-85.2pp | 71.39%-44.7pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,297 | $3,114-58.4% | $4,735-72.6% | $2,440-46.8% |
| Participant deferral / active EE | $5,490 | $5,418+1.3% | $6,709-18.2% | $3,607+52.2% |
| Admin fee / account holder | $1,668 | $5,958-72.0% | $10,261-83.7% | $5,124-67.5% |