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 | $92,719 | $102,317-9.4% | $146,958-36.9% | $80,856+14.7% |
| Participation rate | 72.6% | 75.8%-3.3pp | 82.2%-9.6pp | 67.6%+4.9pp |
| Annual return | 14.74% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,929 | $3,713-21.1% | $4,933-40.6% | $2,755+6.3% |
| Participant deferral / active EE | $4,926 | $6,644-25.9% | $8,070-39.0% | $4,296+14.7% |
| Admin fee / account holder | $6,235 | $7,941-21.5% | $12,998-52.0% | $6,918-9.9% |