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 | $90,779 | $107,934-15.9% | $91,989-1.3% | $152,861-40.6% |
| Participation rate | 70.6% | 81.2%-10.6pp | 78.6%-8.0pp | 82.4%-11.9pp |
| Annual return | 17.97% | 89.24%-71.3pp | 69.02%-51.1pp | 345.32%-327.3pp |
| Employer contribution / active EE | $785 | $4,210-81.3% | $3,452-77.2% | $4,762-83.5% |
| Participant deferral / active EE | $2,046 | $6,364-67.8% | $5,923-65.5% | $5,850-65.0% |
| Admin fee / account holder | $1,018 | $10,520-90.3% | $7,743-86.8% | $11,596-91.2% |