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 | $99,069 | $99,877-0.8% | $84,966+16.6% | $145,922-32.1% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.5pp |
| Annual return | 16.28% | 83.76%-67.5pp | 66.38%-50.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,977 | $3,231-38.8% | $2,727-27.5% | $4,660-57.6% |
| Participant deferral / active EE | $5,592 | $5,291+5.7% | $4,519+23.7% | $6,688-16.4% |
| Admin fee / account holder | $764 | $7,248-89.5% | $6,149-87.6% | $13,397-94.3% |