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 | $99,786 | $93,571+6.6% | $135,903-26.6% | $75,163+32.8% |
| Participation rate | 81.3% | 75.2%+6.1pp | 81.9%-0.7pp | 67.2%+14.1pp |
| Annual return | 16.37% | 30.90%-14.5pp | 68.23%-51.9pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,579 | $3,537-27.1% | $4,856-46.9% | $2,670-3.4% |
| Participant deferral / active EE | $6,080 | $6,404-5.1% | $7,758-21.6% | $4,125+47.4% |
| Admin fee / account holder | $6,189 | $6,975-11.3% | $10,762-42.5% | $5,651+9.5% |