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 5-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 | $96,923 | $102,605-5.5% | $145,661-33.5% | $84,808+14.3% |
| Participation rate | 91.1% | 74.3%+16.8pp | 77.2%+13.9pp | 68.3%+22.8pp |
| Annual return | 16.36% | 26.50%-10.1pp | 101.46%-85.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,449 | $3,325-56.4% | $4,238-65.8% | $2,631-44.9% |
| Participant deferral / active EE | $6,243 | $5,750+8.6% | $7,198-13.3% | $4,212+48.2% |
| Admin fee / account holder | $316 | $8,758-96.4% | $12,466-97.5% | $7,344-95.7% |