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 | $91,136 | $89,753+1.5% | $107,525-15.2% | $84,808+7.5% |
| Participation rate | 72.2% | 68.1%+4.2pp | 75.1%-2.9pp | 68.3%+3.9pp |
| Annual return | 13.86% | 29.48%-15.6pp | 181.32%-167.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,883 | $3,113-39.5% | $3,754-49.8% | $2,631-28.4% |
| Participant deferral / active EE | $5,642 | $4,056+39.1% | $5,116+10.3% | $4,212+34.0% |
| Admin fee / account holder | $4,313 | $7,222-40.3% | $8,919-51.6% | $7,344-41.3% |