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 | $95,530 | $125,758-24.0% | $169,993-43.8% | $75,163+27.1% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.0%+1.9pp | 67.2%+21.7pp |
| Annual return | 19.26% | 27.20%-7.9pp | 53.37%-34.1pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,870 | $4,615-59.5% | $6,785-72.4% | $2,670-30.0% |
| Participant deferral / active EE | $7,698 | $6,837+12.6% | $10,408-26.0% | $4,125+86.6% |
| Admin fee / account holder | $3,297 | $8,173-59.7% | $12,815-74.3% | $5,651-41.7% |