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 | $85,660 | $80,968+5.8% | $96,544-11.3% | $75,163+14.0% |
| Participation rate | 74.1% | 71.8%+2.3pp | 76.0%-1.9pp | 67.2%+6.9pp |
| Annual return | 19.59% | 27.06%-7.5pp | 25.84%-6.3pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,539 | $2,282-32.6% | $2,965-48.1% | $2,670-42.4% |
| Participant deferral / active EE | $9,577 | $3,928+143.8% | $4,851+97.4% | $4,125+132.2% |
| Admin fee / account holder | $496 | $6,724-92.6% | $8,252-94.0% | $5,651-91.2% |