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 | $90,267 | $112,096-19.5% | $95,952-5.9% | $158,922-43.2% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 7.22% | 171.09%-163.9pp | 91.61%-84.4pp | 302.83%-295.6pp |
| Employer contribution / active EE | $1,773 | $3,198-44.6% | $2,541-30.2% | $4,761-62.8% |
| Participant deferral / active EE | $5,482 | $4,784+14.6% | $4,167+31.6% | $5,982-8.4% |
| Admin fee / account holder | $1,891 | $10,130-81.3% | $6,795-72.2% | $11,246-83.2% |