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 | $88,519 | $197,591-55.2% | $177,821-50.2% | $158,922-44.3% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 9.64% | 58.76%-49.1pp | 48.32%-38.7pp | 302.83%-293.2pp |
| Employer contribution / active EE | $3,140 | $6,697-53.1% | $5,918-46.9% | $4,761-34.0% |
| Participant deferral / active EE | $6,076 | $8,405-27.7% | $7,714-21.2% | $5,982+1.6% |
| Admin fee / account holder | $3,200 | $15,399-79.2% | $12,427-74.3% | $11,246-71.5% |