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 | $91,492 | $106,515-14.1% | $96,683-5.4% | $139,434-34.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 11.87% | 38.43%-26.6pp | 35.69%-23.8pp | 372.94%-361.1pp |
| Employer contribution / active EE | $3,251 | $4,103-20.8% | $3,737-13.0% | $4,751-31.6% |
| Participant deferral / active EE | $8,814 | $5,454+61.6% | $4,878+80.7% | $6,710+31.4% |
| Admin fee / account holder | $9,896 | $7,877+25.6% | $6,730+47.1% | $11,403-13.2% |