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 | $89,217 | $165,335-46.0% | $149,696-40.4% | $158,922-43.9% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 15.28% | 348.15%-332.9pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,918 | $5,103-42.8% | $4,644-37.2% | $4,761-38.7% |
| Participant deferral / active EE | $5,043 | $7,181-29.8% | $6,842-26.3% | $5,982-15.7% |
| Admin fee / account holder | $15,571 | $10,807+44.1% | $9,309+67.3% | $11,246+38.5% |