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 | $95,861 | $124,319-22.9% | $111,297-13.9% | $167,490-42.8% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 12.84% | 37.44%-24.6pp | 54.65%-41.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,008 | $3,435-41.6% | $2,731-26.5% | $4,837-58.5% |
| Participant deferral / active EE | $4,646 | $5,180-10.3% | $4,487+3.5% | $6,341-26.7% |
| Admin fee / account holder | $1,323 | $10,618-87.5% | $7,964-83.4% | $12,309-89.3% |