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 | $95,987 | $117,841-18.5% | $102,423-6.3% | $145,922-34.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 11.74% | 31.65%-19.9pp | 29.32%-17.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,956 | $3,615+9.4% | $3,023+30.8% | $4,660-15.1% |
| Participant deferral / active EE | $7,912 | $5,731+38.1% | $5,053+56.6% | $6,688+18.3% |
| Admin fee / account holder | $12,729 | $13,326-4.5% | $9,451+34.7% | $13,397-5.0% |