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 | $93,974 | $109,359-14.1% | $162,163-42.0% | $72,985+28.8% |
| Participation rate | 92.9% | 84.3%+8.6pp | 87.6%+5.3pp | 69.5%+23.4pp |
| Annual return | 22.33% | 25.46%-3.1pp | 115.59%-93.3pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,698 | $3,907-56.6% | $5,614-69.8% | $2,440-30.4% |
| Participant deferral / active EE | $5,145 | $5,481-6.1% | $7,298-29.5% | $3,607+42.6% |
| Admin fee / account holder | $919 | $7,972-88.5% | $10,843-91.5% | $5,124-82.1% |