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 | $98,054 | $140,588-30.3% | $123,104-20.3% | $125,391-21.8% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | 4.09% | 16.80%-12.7pp | 13.22%-9.1pp | 282.22%-278.1pp |
| Employer contribution / active EE | $1,544 | $6,041-74.4% | $5,151-70.0% | $4,866-68.3% |
| Participant deferral / active EE | $6,000 | $6,980-14.0% | $6,230-3.7% | $5,352+12.1% |
| Admin fee / account holder | $482 | $11,198-95.7% | $9,015-94.7% | $9,540-95.0% |