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 | $96,366 | $95,266+1.2% | $82,389+17.0% | $142,382-32.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.41% | 25.74%-11.3pp | 28.67%-14.3pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,411 | $2,991-52.8% | $2,517-43.9% | $4,299-67.2% |
| Participant deferral / active EE | $5,131 | $4,809+6.7% | $4,155+23.5% | $6,507-21.1% |
| Admin fee / account holder | $4,660 | $8,563-45.6% | $7,231-35.6% | $12,624-63.1% |