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 | $94,154 | $94,625-0.5% | $116,228-19.0% | $84,808+11.0% |
| Participation rate | 80.0% | 70.4%+9.6pp | 74.6%+5.4pp | 68.3%+11.7pp |
| Annual return | 12.34% | 20.40%-8.1pp | 90.06%-77.7pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,446 | $2,347-38.4% | $2,994-51.7% | $2,631-45.0% |
| Participant deferral / active EE | $3,828 | $3,972-3.6% | $4,953-22.7% | $4,212-9.1% |
| Admin fee / account holder | $1,215 | $10,091-88.0% | $11,989-89.9% | $7,344-83.5% |