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 | $84,607 | $98,240-13.9% | $82,313+2.8% | $147,584-42.7% |
| Participation rate | 70.8% | 79.7%-8.9pp | 76.9%-6.1pp | 82.8%-12.0pp |
| Annual return | 23.47% | 30.85%-7.4pp | 25.88%-2.4pp | 578.55%-555.1pp |
| Employer contribution / active EE | $2,182 | $3,192-31.6% | $2,428-10.1% | $4,876-55.2% |
| Participant deferral / active EE | $4,664 | $4,383+6.4% | $3,706+25.8% | $5,439-14.2% |
| Admin fee / account holder | $13,812 | $8,563+61.3% | $5,608+146.3% | $10,885+26.9% |