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 7-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 | $91,093 | $117,983-22.8% | $101,794-10.5% | $142,382-36.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 10.59% | 36.92%-26.3pp | 30.53%-19.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,711 | $2,773-38.3% | $2,289-25.2% | $4,299-60.2% |
| Participant deferral / active EE | $5,216 | $4,714+10.7% | $4,084+27.7% | $6,507-19.8% |
| Admin fee / account holder | $530 | $10,433-94.9% | $8,777-94.0% | $12,624-95.8% |