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 | $90,476 | $118,849-23.9% | $96,562-6.3% | $167,490-46.0% |
| Participation rate | 72.2% | 75.5%-3.3pp | 69.8%+2.4pp | 82.1%-9.9pp |
| Annual return | 11.97% | 50.49%-38.5pp | 37.78%-25.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $472 | $3,120-84.9% | $2,356-80.0% | $4,837-90.2% |
| Participant deferral / active EE | $3,202 | $4,616-30.6% | $3,849-16.8% | $6,341-49.5% |
| Admin fee / account holder | $4,680 | $8,065-42.0% | $6,181-24.3% | $12,309-62.0% |