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 | $90,951 | $179,726-49.4% | $156,263-41.8% | $142,382-36.1% |
| Participation rate | 70.8% | 82.1%-11.2pp | 78.9%-8.1pp | 80.1%-9.3pp |
| Annual return | 18.27% | 77.86%-59.6pp | 59.47%-41.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,814 | $5,069-64.2% | $4,333-58.1% | $4,299-57.8% |
| Participant deferral / active EE | $4,137 | $6,956-40.5% | $6,158-32.8% | $6,507-36.4% |
| Admin fee / account holder | $1,782 | $17,272-89.7% | $14,255-87.5% | $12,624-85.9% |