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 | $89,190 | $165,335-46.1% | $149,696-40.4% | $158,922-43.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 11.67% | 348.15%-336.5pp | 276.60%-264.9pp | 302.83%-291.2pp |
| Employer contribution / active EE | $3,358 | $5,103-34.2% | $4,644-27.7% | $4,761-29.5% |
| Participant deferral / active EE | $8,586 | $7,181+19.6% | $6,842+25.5% | $5,982+43.5% |
| Admin fee / account holder | $5,894 | $10,807-45.5% | $9,309-36.7% | $11,246-47.6% |