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 | $94,089 | $110,257-14.7% | $96,544-2.5% | $139,434-32.5% |
| Participation rate | 86.7% | 78.1%+8.6pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 15.04% | 26.32%-11.3pp | 25.84%-10.8pp | 372.94%-357.9pp |
| Employer contribution / active EE | $4,372 | $3,620+20.8% | $2,965+47.4% | $4,751-8.0% |
| Participant deferral / active EE | $6,383 | $5,548+15.0% | $4,851+31.6% | $6,710-4.9% |
| Admin fee / account holder | $2,744 | $11,591-76.3% | $8,252-66.8% | $11,403-75.9% |