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 | $93,918 | $127,386-26.3% | $115,037-18.4% | $125,391-25.1% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | 0.18% | 31.28%-31.1pp | 26.14%-26.0pp | 282.22%-282.0pp |
| Employer contribution / active EE | $2,816 | $5,166-45.5% | $4,608-38.9% | $4,866-42.1% |
| Participant deferral / active EE | $6,416 | $6,423-0.1% | $6,026+6.5% | $5,352+19.9% |
| Admin fee / account holder | $623 | $9,516-93.4% | $8,175-92.4% | $9,540-93.5% |