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 | $96,753 | $165,335-41.5% | $149,696-35.4% | $158,922-39.1% |
| Participation rate | 76.5% | 84.6%-8.1pp | 82.5%-6.0pp | 82.0%-5.5pp |
| Annual return | 11.74% | 348.15%-336.4pp | 276.60%-264.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,227 | $5,103-76.0% | $4,644-73.6% | $4,761-74.2% |
| Participant deferral / active EE | $4,041 | $7,181-43.7% | $6,842-40.9% | $5,982-32.4% |
| Admin fee / account holder | $18,610 | $10,807+72.2% | $9,309+99.9% | $11,246+65.5% |