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 | $94,585 | $109,359-13.5% | $162,163-41.7% | $72,985+29.6% |
| Participation rate | 83.3% | 84.3%-0.9pp | 87.6%-4.2pp | 69.5%+13.8pp |
| Annual return | 23.58% | 25.46%-1.9pp | 115.59%-92.0pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,464 | $3,907-62.5% | $5,614-73.9% | $2,440-40.0% |
| Participant deferral / active EE | $5,481 | $5,4810% | $7,298-24.9% | $3,607+52.0% |
| Admin fee / account holder | $12,856 | $7,972+61.3% | $10,843+18.6% | $5,124+150.9% |