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 | $98,508 | $179,726-45.2% | $156,263-37.0% | $142,382-30.8% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.9%+2.3pp | 80.1%+1.1pp |
| Annual return | 17.41% | 77.86%-60.4pp | 59.47%-42.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,799 | $5,069-64.5% | $4,333-58.5% | $4,299-58.2% |
| Participant deferral / active EE | $4,559 | $6,956-34.5% | $6,158-26.0% | $6,507-29.9% |
| Admin fee / account holder | $5,823 | $17,272-66.3% | $14,255-59.1% | $12,624-53.9% |