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 | $93,516 | $99,652-6.2% | $78,778+18.7% | $147,584-36.6% |
| Participation rate | 82.4% | 76.2%+6.1pp | 69.2%+13.2pp | 82.8%-0.5pp |
| Annual return | 13.27% | 47.28%-34.0pp | 35.62%-22.4pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,353 | $2,796-15.8% | $1,986+18.5% | $4,876-51.7% |
| Participant deferral / active EE | $5,818 | $3,664+58.8% | $2,958+96.7% | $5,439+7.0% |
| Admin fee / account holder | $18,972 | $7,155+165.2% | $5,134+269.6% | $10,885+74.3% |