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 | $91,284 | $107,452-15.0% | $91,541-0.3% | $142,382-35.9% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 13.81% | 22.06%-8.2pp | 20.50%-6.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,921 | $2,994-35.9% | $2,505-23.3% | $4,299-55.3% |
| Participant deferral / active EE | $2,798 | $4,754-41.1% | $4,008-30.2% | $6,507-57.0% |
| Admin fee / account holder | $2,872 | $8,834-67.5% | $6,956-58.7% | $12,624-77.2% |