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 | $93,168 | $118,450-21.3% | $98,439-5.4% | $139,434-33.2% |
| Participation rate | 87.5% | 77.4%+10.1pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 18.48% | 18.94%-0.5pp | 21.16%-2.7pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,920 | $3,609-46.8% | $3,048-37.0% | $4,751-59.6% |
| Participant deferral / active EE | $5,269 | $5,392-2.3% | $4,738+11.2% | $6,710-21.5% |
| Admin fee / account holder | $2,807 | $14,026-80.0% | $8,948-68.6% | $11,403-75.4% |