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 | $98,430 | $201,272-51.1% | $184,203-46.6% | $145,922-32.5% |
| Participation rate | 79.2% | 87.5%-8.3pp | 86.8%-7.7pp | 80.3%-1.1pp |
| Annual return | 13.34% | 29.00%-15.7pp | 28.81%-15.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,384 | $7,022-66.0% | $6,427-62.9% | $4,660-48.8% |
| Participant deferral / active EE | $8,354 | $9,806-14.8% | $9,131-8.5% | $6,688+24.9% |
| Admin fee / account holder | $5,335 | $16,364-67.4% | $13,901-61.6% | $13,397-60.2% |