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 | $81,890 | $93,571-12.5% | $135,903-39.7% | $75,163+8.9% |
| Participation rate | 90.5% | 75.2%+15.3pp | 81.9%+8.6pp | 67.2%+23.3pp |
| Annual return | 20.91% | 30.90%-10.0pp | 68.23%-47.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $3,152 | $3,537-10.9% | $4,856-35.1% | $2,670+18.1% |
| Participant deferral / active EE | $9,234 | $6,404+44.2% | $7,758+19.0% | $4,125+123.9% |
| Admin fee / account holder | $4,329 | $6,975-37.9% | $10,762-59.8% | $5,651-23.4% |