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 | $98,428 | $176,377-44.2% | $134,143-26.6% | $158,922-38.1% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 9.15% | 63.63%-54.5pp | 36.33%-27.2pp | 302.83%-293.7pp |
| Employer contribution / active EE | $1,508 | $5,040-70.1% | $3,704-59.3% | $4,761-68.3% |
| Participant deferral / active EE | $2,431 | $4,091-40.6% | $3,499-30.5% | $5,982-59.4% |
| Admin fee / account holder | $17,847 | $8,718+104.7% | $6,684+167.0% | $11,246+58.7% |