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 | $95,943 | $179,726-46.6% | $156,263-38.6% | $142,382-32.6% |
| Participation rate | 76.2% | 82.1%-5.9pp | 78.9%-2.7pp | 80.1%-3.9pp |
| Annual return | 18.83% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,160 | $5,069-57.4% | $4,333-50.2% | $4,299-49.8% |
| Participant deferral / active EE | $6,824 | $6,956-1.9% | $6,158+10.8% | $6,507+4.9% |
| Admin fee / account holder | $3,578 | $17,272-79.3% | $14,255-74.9% | $12,624-71.7% |