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 | $99,569 | $117,983-15.6% | $101,794-2.2% | $142,382-30.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 11.26% | 36.92%-25.7pp | 30.53%-19.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $719 | $2,773-74.1% | $2,289-68.6% | $4,299-83.3% |
| Participant deferral / active EE | $1,235 | $4,714-73.8% | $4,084-69.8% | $6,507-81.0% |
| Admin fee / account holder | $3,505 | $10,433-66.4% | $8,777-60.1% | $12,624-72.2% |