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 | $82,446 | $80,968+1.8% | $96,544-14.6% | $75,163+9.7% |
| Participation rate | 78.6% | 71.8%+6.8pp | 76.0%+2.6pp | 67.2%+11.4pp |
| Annual return | 18.91% | 27.06%-8.2pp | 25.84%-6.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,146 | $2,282-49.8% | $2,965-61.3% | $2,670-57.1% |
| Participant deferral / active EE | $5,764 | $3,928+46.7% | $4,851+18.8% | $4,125+39.7% |
| Admin fee / account holder | $892 | $6,724-86.7% | $8,252-89.2% | $5,651-84.2% |