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 | $94,687 | $85,022+11.4% | $70,515+34.3% | $139,434-32.1% |
| Participation rate | 92.9% | 73.9%+18.9pp | 68.3%+24.5pp | 80.3%+12.5pp |
| Annual return | 19.16% | 30.38%-11.2pp | 32.77%-13.6pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,612 | $3,909-33.2% | $2,973-12.1% | $4,751-45.0% |
| Participant deferral / active EE | $5,295 | $5,890-10.1% | $4,567+16.0% | $6,710-21.1% |
| Admin fee / account holder | $694 | $8,906-92.2% | $6,412-89.2% | $11,403-93.9% |