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 | $94,267 | $110,261-14.5% | $95,745-1.5% | $139,434-32.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 11.08% | 27.11%-16.0pp | 28.35%-17.3pp | 372.94%-361.9pp |
| Employer contribution / active EE | $2,381 | $3,257-26.9% | $2,835-16.0% | $4,751-49.9% |
| Participant deferral / active EE | $7,486 | $4,676+60.1% | $4,245+76.4% | $6,710+11.6% |
| Admin fee / account holder | $2,202 | $6,613-66.7% | $5,678-61.2% | $11,403-80.7% |