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 | $100,864 | $106,515-5.3% | $96,683+4.3% | $139,434-27.7% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 17.19% | 38.43%-21.2pp | 35.69%-18.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,104 | $4,103-48.7% | $3,737-43.7% | $4,751-55.7% |
| Participant deferral / active EE | $5,830 | $5,454+6.9% | $4,878+19.5% | $6,710-13.1% |
| Admin fee / account holder | $7,770 | $7,877-1.4% | $6,730+15.5% | $11,403-31.9% |