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 | $81,166 | $117,983-31.2% | $101,794-20.3% | $142,382-43.0% |
| Participation rate | 79.2% | 74.2%+4.9pp | 69.2%+10.0pp | 80.1%-1.0pp |
| Annual return | 16.11% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,601 | $2,773-42.3% | $2,289-30.1% | $4,299-62.8% |
| Participant deferral / active EE | $2,937 | $4,714-37.7% | $4,084-28.1% | $6,507-54.9% |
| Admin fee / account holder | $6,876 | $10,433-34.1% | $8,777-21.7% | $12,624-45.5% |