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 | $90,868 | $117,841-22.9% | $102,423-11.3% | $145,922-37.7% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 10.51% | 31.65%-21.1pp | 29.32%-18.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,438 | $3,615-32.6% | $3,023-19.4% | $4,660-47.7% |
| Participant deferral / active EE | $3,454 | $5,731-39.7% | $5,053-31.6% | $6,688-48.4% |
| Admin fee / account holder | $572 | $13,326-95.7% | $9,451-94.0% | $13,397-95.7% |