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 | $92,974 | $101,724-8.6% | $164,813-43.6% | $80,856+15.0% |
| Participation rate | 95.1% | 71.8%+23.3pp | 78.6%+16.5pp | 67.6%+27.5pp |
| Annual return | 16.54% | 16.72%-0.2pp | 69.93%-53.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,513 | $2,953-14.9% | $4,341-42.1% | $2,755-8.8% |
| Participant deferral / active EE | $3,676 | $4,477-17.9% | $6,031-39.1% | $4,296-14.4% |
| Admin fee / account holder | $10,235 | $8,227+24.4% | $12,690-19.3% | $6,918+47.9% |