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 | $93,212 | $117,841-20.9% | $102,423-9.0% | $145,922-36.1% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 9.84% | 31.65%-21.8pp | 29.32%-19.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,148 | $3,615-68.2% | $3,023-62.0% | $4,660-75.4% |
| Participant deferral / active EE | $1,968 | $5,731-65.7% | $5,053-61.1% | $6,688-70.6% |
| Admin fee / account holder | $519 | $13,326-96.1% | $9,451-94.5% | $13,397-96.1% |