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 | $109,603 | $162,781-32.7% | $133,956-18.2% | $158,922-31.0% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 21.15% | 41.94%-20.8pp | 45.09%-23.9pp | 302.83%-281.7pp |
| Employer contribution / active EE | $2,286 | $4,975-54.1% | $3,919-41.7% | $4,761-52.0% |
| Participant deferral / active EE | $6,393 | $5,911+8.1% | $5,048+26.6% | $5,982+6.9% |
| Admin fee / account holder | $6,760 | $11,736-42.4% | $8,927-24.3% | $11,246-39.9% |