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 | $90,058 | $214,378-58.0% | $200,582-55.1% | $142,382-36.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 14.34% | 46.41%-32.1pp | 42.33%-28.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,730 | $6,841-16.3% | $6,419-10.7% | $4,299+33.3% |
| Participant deferral / active EE | $11,773 | $9,865+19.3% | $9,331+26.2% | $6,507+80.9% |
| Admin fee / account holder | $2,698 | $17,692-84.7% | $16,305-83.4% | $12,624-78.6% |