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 | $84,703 | $110,257-23.2% | $96,544-12.3% | $139,434-39.3% |
| Participation rate | 76.5% | 78.1%-1.6pp | 76.0%+0.5pp | 80.3%-3.8pp |
| Annual return | 13.32% | 26.32%-13.0pp | 25.84%-12.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,671 | $3,620-53.8% | $2,965-43.6% | $4,751-64.8% |
| Participant deferral / active EE | $2,836 | $5,548-48.9% | $4,851-41.5% | $6,710-57.7% |
| Admin fee / account holder | $1,433 | $11,591-87.6% | $8,252-82.6% | $11,403-87.4% |