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 | $91,340 | $102,317-10.7% | $146,958-37.8% | $80,856+13.0% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 13.63% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,440 | $3,713-7.3% | $4,933-30.3% | $2,755+24.9% |
| Participant deferral / active EE | $8,411 | $6,644+26.6% | $8,070+4.2% | $4,296+95.8% |
| Admin fee / account holder | $8,155 | $7,941+2.7% | $12,998-37.3% | $6,918+17.9% |