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 9-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 | $103,419 | $176,812-41.5% | $146,665-29.5% | $167,490-38.3% |
| Participation rate | 86.4% | 83.6%+2.7pp | 80.1%+6.3pp | 82.1%+4.3pp |
| Annual return | 9.43% | 24.03%-14.6pp | 22.74%-13.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,769 | $5,160-65.7% | $4,136-57.2% | $4,837-63.4% |
| Participant deferral / active EE | $7,535 | $6,440+17.0% | $5,506+36.9% | $6,341+18.8% |
| Admin fee / account holder | $1,518 | $13,259-88.6% | $10,280-85.2% | $12,309-87.7% |