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 | $90,401 | $197,591-54.2% | $177,821-49.2% | $158,922-43.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 11.82% | 58.76%-46.9pp | 48.32%-36.5pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,723 | $6,697-59.3% | $5,918-54.0% | $4,761-42.8% |
| Participant deferral / active EE | $3,363 | $8,405-60.0% | $7,714-56.4% | $5,982-43.8% |
| Admin fee / account holder | $9,724 | $15,399-36.9% | $12,427-21.8% | $11,246-13.5% |