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 | $95,740 | $104,251-8.2% | $91,001+5.2% | $147,584-35.1% |
| Participation rate | 78.6% | 78.2%+0.3pp | 75.6%+3.0pp | 82.8%-4.3pp |
| Annual return | 15.83% | 27.06%-11.2pp | 4.60%+11.2pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,892 | $3,116-39.3% | $2,456-23.0% | $4,876-61.2% |
| Participant deferral / active EE | $2,875 | $4,195-31.5% | $3,547-19.0% | $5,439-47.1% |
| Admin fee / account holder | $19,115 | $8,948+113.6% | $5,417+252.9% | $10,885+75.6% |