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 | $90,129 | $157,256-42.7% | $141,162-36.2% | $152,861-41.0% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.4%+4.5pp |
| Annual return | 20.59% | 64.32%-43.7pp | 71.39%-50.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,730 | $5,261-67.1% | $4,735-63.5% | $4,762-63.7% |
| Participant deferral / active EE | $9,641 | $7,109+35.6% | $6,709+43.7% | $5,850+64.8% |
| Admin fee / account holder | $2,519 | $12,120-79.2% | $10,261-75.5% | $11,596-78.3% |