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 | $98,489 | $91,190+8.0% | $178,490-44.8% | $79,858+23.3% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 22.47% | 24.19%-1.7pp | 151.07%-128.6pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,463 | $3,256-55.1% | $5,011-70.8% | $2,471-40.8% |
| Participant deferral / active EE | $3,172 | $3,236-2.0% | $5,202-39.0% | $3,740-15.2% |
| Admin fee / account holder | $478 | $6,751-92.9% | $13,984-96.6% | $5,306-91.0% |