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 | $82,475 | $176,812-53.4% | $146,665-43.8% | $167,490-50.8% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 15.74% | 24.03%-8.3pp | 22.74%-7.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,761 | $5,160-65.9% | $4,136-57.4% | $4,837-63.6% |
| Participant deferral / active EE | $2,690 | $6,440-58.2% | $5,506-51.1% | $6,341-57.6% |
| Admin fee / account holder | $2,727 | $13,259-79.4% | $10,280-73.5% | $12,309-77.8% |