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 | $92,460 | $91,552+1.0% | $133,956-31.0% | $79,858+15.8% |
| Participation rate | 72.7% | 73.3%-0.6pp | 79.8%-7.1pp | 69.6%+3.1pp |
| Annual return | 13.65% | 61.85%-48.2pp | 45.09%-31.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,974 | $2,384-17.2% | $3,919-49.6% | $2,471-20.1% |
| Participant deferral / active EE | $3,574 | $3,733-4.3% | $5,048-29.2% | $3,740-4.4% |
| Admin fee / account holder | $18,623 | $6,321+194.6% | $8,927+108.6% | $5,306+251.0% |