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 | $86,928 | $99,877-13.0% | $84,966+2.3% | $145,922-40.4% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 10.13% | 83.76%-73.6pp | 66.38%-56.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,636 | $3,231-49.4% | $2,727-40.0% | $4,660-64.9% |
| Participant deferral / active EE | $5,335 | $5,291+0.8% | $4,519+18.0% | $6,688-20.2% |
| Admin fee / account holder | $824 | $7,248-88.6% | $6,149-86.6% | $13,397-93.9% |