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 | $95,294 | $109,881-13.3% | $150,045-36.5% | $84,808+12.4% |
| Participation rate | 73.2% | 76.1%-2.9pp | 82.3%-9.1pp | 68.3%+4.9pp |
| Annual return | 17.44% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,440 | $3,561-31.5% | $4,693-48.0% | $2,631-7.3% |
| Participant deferral / active EE | $5,750 | $6,636-13.4% | $7,997-28.1% | $4,212+36.5% |
| Admin fee / account holder | $1,251 | $8,568-85.4% | $13,435-90.7% | $7,344-83.0% |