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 | $113,239 | $127,264-11.0% | $109,895+3.0% | $167,490-32.4% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.2%+3.6pp | 82.1%-4.3pp |
| Annual return | 14.24% | 22.97%-8.7pp | 29.45%-15.2pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,096 | $3,322-67.0% | $2,842-61.4% | $4,837-77.3% |
| Participant deferral / active EE | $2,490 | $4,514-44.8% | $4,048-38.5% | $6,341-60.7% |
| Admin fee / account holder | $6,368 | $7,114-10.5% | $6,066+5.0% | $12,309-48.3% |