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 | $96,289 | $89,753+7.3% | $107,525-10.4% | $84,808+13.5% |
| Participation rate | 73.3% | 68.1%+5.3pp | 75.1%-1.7pp | 68.3%+5.0pp |
| Annual return | 16.53% | 29.48%-12.9pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,490 | $3,113-52.1% | $3,754-60.3% | $2,631-43.4% |
| Participant deferral / active EE | $2,511 | $4,056-38.1% | $5,116-50.9% | $4,212-40.4% |
| Admin fee / account holder | $5,237 | $7,222-27.5% | $8,919-41.3% | $7,344-28.7% |