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 | $93,131 | $106,584-12.6% | $101,326-8.1% | $142,382-34.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 16.29% | 36.93%-20.6pp | 36.82%-20.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,686 | $3,956-57.4% | $3,665-54.0% | $4,299-60.8% |
| Participant deferral / active EE | $9,029 | $8,297+8.8% | $7,994+13.0% | $6,507+38.8% |
| Admin fee / account holder | $820 | $11,446-92.8% | $11,185-92.7% | $12,624-93.5% |