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 4-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 | $92,448 | $201,272-54.1% | $184,203-49.8% | $145,922-36.6% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 15.86% | 29.00%-13.1pp | 28.81%-12.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,359 | $7,022-66.4% | $6,427-63.3% | $4,660-49.4% |
| Participant deferral / active EE | $8,792 | $9,806-10.3% | $9,131-3.7% | $6,688+31.5% |
| Admin fee / account holder | $5,312 | $16,364-67.5% | $13,901-61.8% | $13,397-60.3% |