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 | $89,232 | $111,754-20.2% | $103,333-13.6% | $145,922-38.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.04% | 24.77%-13.7pp | 24.88%-13.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,093 | $4,212-50.3% | $3,868-45.9% | $4,660-55.1% |
| Participant deferral / active EE | $4,957 | $5,619-11.8% | $5,057-2.0% | $6,688-25.9% |
| Admin fee / account holder | $8,267 | $9,750-15.2% | $8,355-1.0% | $13,397-38.3% |