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 | $96,822 | $89,753+7.9% | $107,525-10.0% | $84,808+14.2% |
| Participation rate | 78.1% | 68.1%+10.1pp | 75.1%+3.1pp | 68.3%+9.8pp |
| Annual return | 16.89% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,790 | $3,113-42.5% | $3,754-52.3% | $2,631-32.0% |
| Participant deferral / active EE | $4,413 | $4,056+8.8% | $5,116-13.7% | $4,212+4.8% |
| Admin fee / account holder | $2,979 | $7,222-58.8% | $8,919-66.6% | $7,344-59.4% |