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 | $90,115 | $111,754-19.4% | $103,333-12.8% | $145,922-38.2% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 14.00% | 24.77%-10.8pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,674 | $4,212-60.3% | $3,868-56.7% | $4,660-64.1% |
| Participant deferral / active EE | $2,697 | $5,619-52.0% | $5,057-46.7% | $6,688-59.7% |
| Admin fee / account holder | $1,445 | $9,750-85.2% | $8,355-82.7% | $13,397-89.2% |