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 | $92,468 | $117,841-21.5% | $102,423-9.7% | $145,922-36.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 13.97% | 31.65%-17.7pp | 29.32%-15.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,833 | $3,615-49.3% | $3,023-39.4% | $4,660-60.7% |
| Participant deferral / active EE | $4,276 | $5,731-25.4% | $5,053-15.4% | $6,688-36.1% |
| Admin fee / account holder | $1,591 | $13,326-88.1% | $9,451-83.2% | $13,397-88.1% |