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 | $90,549 | $106,515-15.0% | $96,683-6.3% | $139,434-35.1% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 17.32% | 38.43%-21.1pp | 35.69%-18.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $938 | $4,103-77.1% | $3,737-74.9% | $4,751-80.3% |
| Participant deferral / active EE | $2,901 | $5,454-46.8% | $4,878-40.5% | $6,710-56.8% |
| Admin fee / account holder | $1,712 | $7,877-78.3% | $6,730-74.6% | $11,403-85.0% |