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 | $98,560 | $152,587-35.4% | $125,175-21.3% | $152,861-35.5% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 18.36% | 54.84%-36.5pp | 43.79%-25.4pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,393 | $4,946-51.6% | $3,865-38.1% | $4,762-49.7% |
| Participant deferral / active EE | $5,302 | $5,868-9.6% | $4,937+7.4% | $5,850-9.4% |
| Admin fee / account holder | $32,357 | $13,434+140.9% | $9,702+233.5% | $11,596+179.0% |