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 | $90,177 | $117,983-23.6% | $101,794-11.4% | $142,382-36.7% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.2%+7.7pp | 80.1%-3.2pp |
| Annual return | 13.47% | 36.92%-23.5pp | 30.53%-17.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,837 | $2,773-33.7% | $2,289-19.7% | $4,299-57.3% |
| Participant deferral / active EE | $3,611 | $4,714-23.4% | $4,084-11.6% | $6,507-44.5% |
| Admin fee / account holder | $37,350 | $10,433+258.0% | $8,777+325.5% | $12,624+195.9% |