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 | $99,749 | $127,777-21.9% | $106,548-6.4% | $167,490-40.4% |
| Participation rate | 76.5% | 78.3%-1.8pp | 76.1%+0.3pp | 82.1%-5.6pp |
| Annual return | 11.60% | 33.87%-22.3pp | 26.80%-15.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,567 | $3,427-25.1% | $2,819-8.9% | $4,837-46.9% |
| Participant deferral / active EE | $4,214 | $5,087-17.2% | $4,398-4.2% | $6,341-33.6% |
| Admin fee / account holder | $45,475 | $11,228+305.0% | $7,407+513.9% | $12,309+269.4% |