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 | $95,941 | $99,877-3.9% | $84,966+12.9% | $145,922-34.3% |
| Participation rate | 76.5% | 74.1%+2.4pp | 67.5%+9.0pp | 80.3%-3.8pp |
| Annual return | 10.15% | 83.76%-73.6pp | 66.38%-56.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,248 | $3,231-61.4% | $2,727-54.2% | $4,660-73.2% |
| Participant deferral / active EE | $2,144 | $5,291-59.5% | $4,519-52.6% | $6,688-67.9% |
| Admin fee / account holder | $2,264 | $7,248-68.8% | $6,149-63.2% | $13,397-83.1% |