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 | $95,902 | $105,126-8.8% | $94,646+1.3% | $139,434-31.2% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 14.32% | 38.03%-23.7pp | 156.71%-142.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,261 | $4,106-44.9% | $3,672-38.4% | $4,751-52.4% |
| Participant deferral / active EE | $2,752 | $7,599-63.8% | $7,418-62.9% | $6,710-59.0% |
| Admin fee / account holder | $1,067 | $8,984-88.1% | $7,231-85.2% | $11,403-90.6% |