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 | $93,474 | $106,515-12.2% | $96,683-3.3% | $139,434-33.0% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 22.75% | 38.43%-15.7pp | 35.69%-12.9pp | 372.94%-350.2pp |
| Employer contribution / active EE | $3,613 | $4,103-11.9% | $3,737-3.3% | $4,751-24.0% |
| Participant deferral / active EE | $8,212 | $5,454+50.6% | $4,878+68.3% | $6,710+22.4% |
| Admin fee / account holder | $576 | $7,877-92.7% | $6,730-91.4% | $11,403-94.9% |