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 | $83,994 | $99,918-15.9% | $81,382+3.2% | $145,922-42.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 15.82% | 34.32%-18.5pp | 24.73%-8.9pp | 561.29%-545.5pp |
| Employer contribution / active EE | $752 | $2,978-74.7% | $2,463-69.5% | $4,660-83.9% |
| Participant deferral / active EE | $1,385 | $4,605-69.9% | $3,883-64.3% | $6,688-79.3% |
| Admin fee / account holder | $672 | $8,212-91.8% | $5,768-88.4% | $13,397-95.0% |