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 | $93,431 | $97,757-4.4% | $83,848+11.4% | $135,375-31.0% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | 2.72% | 1287.37%-1284.7pp | 850.88%-848.2pp | 519.73%-517.0pp |
| Employer contribution / active EE | $1,073 | $4,222-74.6% | $3,631-70.4% | $4,779-77.5% |
| Participant deferral / active EE | $2,329 | $4,682-50.3% | $4,082-42.9% | $5,609-58.5% |
| Admin fee / account holder | $7,357 | $6,674+10.2% | $5,478+34.3% | $10,827-32.0% |