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 | $93,171 | $106,515-12.5% | $96,683-3.6% | $139,434-33.2% |
| Participation rate | 77.3% | 77.8%-0.6pp | 74.3%+2.9pp | 80.3%-3.0pp |
| Annual return | 14.88% | 38.43%-23.5pp | 35.69%-20.8pp | 372.94%-358.1pp |
| Employer contribution / active EE | $5,054 | $4,103+23.2% | $3,737+35.2% | $4,751+6.4% |
| Participant deferral / active EE | $5,058 | $5,454-7.3% | $4,878+3.7% | $6,710-24.6% |
| Admin fee / account holder | $1,375 | $7,877-82.5% | $6,730-79.6% | $11,403-87.9% |