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 | $103,998 | $148,978-30.2% | $200,582-48.2% | $84,808+22.6% |
| Participation rate | 71.9% | 84.2%-12.4pp | 86.9%-15.0pp | 68.3%+3.6pp |
| Annual return | 16.71% | 28.16%-11.4pp | 42.33%-25.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,069 | $4,815-57.0% | $6,419-67.8% | $2,631-21.4% |
| Participant deferral / active EE | $4,147 | $7,142-41.9% | $9,331-55.6% | $4,212-1.5% |
| Admin fee / account holder | $790 | $13,977-94.3% | $16,305-95.2% | $7,344-89.2% |