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 | $95,860 | $111,754-14.2% | $103,333-7.2% | $145,922-34.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.76% | 24.77%-13.0pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,872 | $4,212-55.6% | $3,868-51.6% | $4,660-59.8% |
| Participant deferral / active EE | $2,664 | $5,619-52.6% | $5,057-47.3% | $6,688-60.2% |
| Admin fee / account holder | $8,768 | $9,750-10.1% | $8,355+4.9% | $13,397-34.6% |