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 | $90,188 | $214,378-57.9% | $200,582-55.0% | $142,382-36.7% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 12.77% | 46.41%-33.6pp | 42.33%-29.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,677 | $6,841-75.5% | $6,419-73.9% | $4,299-61.0% |
| Participant deferral / active EE | $3,185 | $9,865-67.7% | $9,331-65.9% | $6,507-51.1% |
| Admin fee / account holder | $804 | $17,692-95.5% | $16,305-95.1% | $12,624-93.6% |