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 | $101,006 | $109,413-7.7% | $156,263-35.4% | $84,808+19.1% |
| Participation rate | 70.0% | 72.7%-2.7pp | 78.9%-8.9pp | 68.3%+1.7pp |
| Annual return | 18.35% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,530 | $2,907-47.4% | $4,333-64.7% | $2,631-41.8% |
| Participant deferral / active EE | $2,811 | $4,590-38.7% | $6,158-54.3% | $4,212-33.2% |
| Admin fee / account holder | $1,963 | $9,357-79.0% | $14,255-86.2% | $7,344-73.3% |