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 | $95,069 | $112,881-15.8% | $90,951+4.5% | $158,922-40.2% |
| Participation rate | 76.9% | 74.7%+2.2pp | 69.0%+7.9pp | 82.0%-5.0pp |
| Annual return | 22.50% | 215.79%-193.3pp | 134.60%-112.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,683 | $4,128-59.2% | $3,373-50.1% | $5,982-71.9% |
| Admin fee / account holder | $6,305 | $8,041-21.6% | $5,959+5.8% | $11,246-43.9% |