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 | $99,176 | $127,264-22.1% | $109,895-9.8% | $167,490-40.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.2%+5.8pp | 82.1%-2.1pp |
| Annual return | 18.06% | 22.97%-4.9pp | 29.45%-11.4pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,949 | $3,322-41.3% | $2,842-31.4% | $4,837-59.7% |
| Participant deferral / active EE | $8,714 | $4,514+93.0% | $4,048+115.3% | $6,341+37.4% |
| Admin fee / account holder | $679 | $7,114-90.5% | $6,066-88.8% | $12,309-94.5% |