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 | $94,584 | $103,376-8.5% | $87,100+8.6% | $152,861-38.1% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 11.62% | 28.10%-16.5pp | 28.19%-16.6pp | 345.32%-333.7pp |
| Employer contribution / active EE | $763 | $3,220-76.3% | $2,521-69.7% | $4,762-84.0% |
| Participant deferral / active EE | $4,720 | $4,778-1.2% | $4,049+16.6% | $5,850-19.3% |
| Admin fee / account holder | $1,082 | $12,205-91.1% | $7,497-85.6% | $11,596-90.7% |