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 | $91,678 | $94,625-3.1% | $116,228-21.1% | $84,808+8.1% |
| Participation rate | 83.6% | 70.4%+13.1pp | 74.6%+9.0pp | 68.3%+15.3pp |
| Annual return | 13.07% | 20.40%-7.3pp | 90.06%-77.0pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,540 | $2,347-34.4% | $2,994-48.6% | $2,631-41.5% |
| Participant deferral / active EE | $4,480 | $3,972+12.8% | $4,953-9.6% | $4,212+6.4% |
| Admin fee / account holder | $1,620 | $10,091-83.9% | $11,989-86.5% | $7,344-77.9% |