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 | $87,424 | $103,376-15.4% | $87,100+0.4% | $152,861-42.8% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.9%-6.9pp | 82.4%-12.4pp |
| Annual return | 19.21% | 28.10%-8.9pp | 28.19%-9.0pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,488 | $3,220-53.8% | $2,521-41.0% | $4,762-68.8% |
| Participant deferral / active EE | $6,369 | $4,778+33.3% | $4,049+57.3% | $5,850+8.9% |
| Admin fee / account holder | $374 | $12,205-96.9% | $7,497-95.0% | $11,596-96.8% |