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 | $80,269 | $89,753-10.6% | $107,525-25.3% | $84,808-5.4% |
| Participation rate | 84.1% | 68.1%+16.0pp | 75.1%+9.0pp | 68.3%+15.8pp |
| Annual return | 13.64% | 29.48%-15.8pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,615 | $3,113-16.0% | $3,754-30.3% | $2,631-0.6% |
| Participant deferral / active EE | $4,029 | $4,056-0.7% | $5,116-21.2% | $4,212-4.3% |
| Admin fee / account holder | $5,630 | $7,222-22.0% | $8,919-36.9% | $7,344-23.3% |