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 | $90,122 | $125,758-28.3% | $169,993-47.0% | $75,163+19.9% |
| Participation rate | 95.6% | 83.6%+12.0pp | 87.0%+8.6pp | 67.2%+28.4pp |
| Annual return | 13.70% | 27.20%-13.5pp | 53.37%-39.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $3,523 | $4,615-23.7% | $6,785-48.1% | $2,670+32.0% |
| Participant deferral / active EE | $5,202 | $6,837-23.9% | $10,408-50.0% | $4,125+26.1% |
| Admin fee / account holder | $10,304 | $8,173+26.1% | $12,815-19.6% | $5,651+82.3% |