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 | $84,373 | $94,338-10.6% | $100,534-16.1% | $142,382-40.7% |
| Participation rate | 90.9% | 81.7%+9.2pp | 80.6%+10.3pp | 80.1%+10.8pp |
| Annual return | 14.48% | 29.20%-14.7pp | 32.66%-18.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,432 | $4,237+4.6% | $4,346+2.0% | $4,299+3.1% |
| Participant deferral / active EE | $2,040 | $5,934-65.6% | $6,144-66.8% | $6,507-68.6% |
| Admin fee / account holder | $824 | $8,421-90.2% | $7,654-89.2% | $12,624-93.5% |