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 | $92,777 | $74,888+23.9% | $71,209+30.3% | $142,382-34.8% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 17.65% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,273 | $2,854-55.4% | $2,721-53.2% | $4,299-70.4% |
| Participant deferral / active EE | $2,405 | $4,454-46.0% | $4,175-42.4% | $6,507-63.0% |
| Admin fee / account holder | $1,621 | $5,568-70.9% | $5,349-69.7% | $12,624-87.2% |