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 | $90,821 | $93,571-2.9% | $135,903-33.2% | $75,163+20.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 18.01% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,707 | $3,537-23.5% | $4,856-44.3% | $2,670+1.4% |
| Participant deferral / active EE | $7,552 | $6,404+17.9% | $7,758-2.7% | $4,125+83.1% |
| Admin fee / account holder | $2,447 | $6,975-64.9% | $10,762-77.3% | $5,651-56.7% |