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 9-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 | $94,739 | $176,812-46.4% | $146,665-35.4% | $167,490-43.4% |
| Participation rate | 82.4% | 83.6%-1.3pp | 80.1%+2.3pp | 82.1%+0.2pp |
| Annual return | 11.25% | 24.03%-12.8pp | 22.74%-11.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,451 | $5,160-71.9% | $4,136-64.9% | $4,837-70.0% |
| Participant deferral / active EE | $4,047 | $6,440-37.2% | $5,506-26.5% | $6,341-36.2% |
| Admin fee / account holder | $4,179 | $13,259-68.5% | $10,280-59.3% | $12,309-66.0% |