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 | $95,938 | $111,754-14.2% | $103,333-7.2% | $145,922-34.3% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 9.19% | 24.77%-15.6pp | 24.88%-15.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,566 | $4,212-39.1% | $3,868-33.6% | $4,660-44.9% |
| Participant deferral / active EE | $5,778 | $5,619+2.8% | $5,057+14.2% | $6,688-13.6% |
| Admin fee / account holder | $459 | $9,750-95.3% | $8,355-94.5% | $13,397-96.6% |