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 | $89,709 | $185,822-51.7% | $169,993-47.2% | $139,434-35.7% |
| Participation rate | 82.6% | 87.8%-5.1pp | 87.0%-4.4pp | 80.3%+2.3pp |
| Annual return | 18.61% | 60.50%-41.9pp | 53.37%-34.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,408 | $7,590-68.3% | $6,785-64.5% | $4,751-49.3% |
| Participant deferral / active EE | $8,273 | $11,622-28.8% | $10,408-20.5% | $6,710+23.3% |
| Admin fee / account holder | $9,905 | $15,381-35.6% | $12,815-22.7% | $11,403-13.1% |