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 | $87,024 | $165,335-47.4% | $149,696-41.9% | $158,922-45.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 11.56% | 348.15%-336.6pp | 276.60%-265.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,614 | $5,103-48.8% | $4,644-43.7% | $4,761-45.1% |
| Participant deferral / active EE | $6,864 | $7,181-4.4% | $6,842+0.3% | $5,982+14.7% |
| Admin fee / account holder | $20,010 | $10,807+85.2% | $9,309+115.0% | $11,246+77.9% |