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 | $90,633 | $91,190-0.6% | $178,490-49.2% | $79,858+13.5% |
| Participation rate | 72.0% | 69.2%+2.8pp | 81.9%-9.9pp | 69.6%+2.4pp |
| Annual return | 14.08% | 24.19%-10.1pp | 151.07%-137.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,251 | $3,256-61.6% | $5,011-75.0% | $2,471-49.4% |
| Participant deferral / active EE | $5,002 | $3,236+54.6% | $5,202-3.8% | $3,740+33.7% |
| Admin fee / account holder | $11,703 | $6,751+73.4% | $13,984-16.3% | $5,306+120.6% |