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 | $84,452 | $122,239-30.9% | $184,203-54.2% | $74,495+13.4% |
| Participation rate | 92.7% | 85.5%+7.3pp | 86.8%+5.9pp | 67.2%+25.5pp |
| Annual return | 17.48% | 19.95%-2.5pp | 28.81%-11.3pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $3,350 | $4,537-26.2% | $6,427-47.9% | $2,623+27.7% |
| Participant deferral / active EE | $8,492 | $7,139+19.0% | $9,131-7.0% | $4,346+95.4% |
| Admin fee / account holder | $4,620 | $1,260+266.8% | $13,901-66.8% | $1,942+137.9% |