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 | $89,300 | $99,877-10.6% | $84,966+5.1% | $145,922-38.8% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 9.45% | 83.76%-74.3pp | 66.38%-56.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,291 | $3,231-60.0% | $2,727-52.7% | $4,660-72.3% |
| Participant deferral / active EE | $2,420 | $5,291-54.3% | $4,519-46.5% | $6,688-63.8% |
| Admin fee / account holder | $4,031 | $7,248-44.4% | $6,149-34.4% | $13,397-69.9% |