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 | $114,763 | $124,881-8.1% | $209,409-45.2% | $116,875-1.8% |
| Participation rate | 83.3% | 75.8%+7.6pp | 80.4%+3.0pp | 74.5%+8.8pp |
| Annual return | 11.93% | 14.56%-2.6pp | 159.49%-147.6pp | 16.29%-4.4pp |
| Employer contribution / active EE | $1,282 | $2,588-50.5% | $5,035-74.5% | $3,288-61.0% |
| Participant deferral / active EE | $2,899 | $3,793-23.6% | $4,230-31.5% | $3,885-25.4% |
| Admin fee / account holder | $1,881 | $12,933-85.5% | $16,474-88.6% | $12,263-84.7% |