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 | $91,232 | $93,571-2.5% | $135,903-32.9% | $75,163+21.4% |
| Participation rate | 85.0% | 75.2%+9.8pp | 81.9%+3.1pp | 67.2%+17.8pp |
| Annual return | 20.61% | 30.90%-10.3pp | 68.23%-47.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,468 | $3,537-30.2% | $4,856-49.2% | $2,670-7.6% |
| Participant deferral / active EE | $5,102 | $6,404-20.3% | $7,758-34.2% | $4,125+23.7% |
| Admin fee / account holder | $933 | $6,975-86.6% | $10,762-91.3% | $5,651-83.5% |