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 | $92,446 | $162,781-43.2% | $133,956-31.0% | $158,922-41.8% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 11.31% | 41.94%-30.6pp | 45.09%-33.8pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,353 | $4,975-52.7% | $3,919-39.9% | $4,761-50.6% |
| Participant deferral / active EE | $5,700 | $5,911-3.6% | $5,048+12.9% | $5,982-4.7% |
| Admin fee / account holder | $2,636 | $11,736-77.5% | $8,927-70.5% | $11,246-76.6% |