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 | $90,741 | $104,974-13.6% | $95,585-5.1% | $142,382-36.3% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.1%+22.9pp | 80.1%+14.9pp |
| Annual return | 14.85% | 210.33%-195.5pp | 38.56%-23.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,407 | $2,779-13.4% | $2,527-4.7% | $4,299-44.0% |
| Participant deferral / active EE | $6,305 | $4,352+44.9% | $4,023+56.7% | $6,507-3.1% |
| Admin fee / account holder | $1,256 | $6,386-80.3% | $6,127-79.5% | $12,624-90.1% |