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 | $96,774 | $102,317-5.4% | $146,958-34.1% | $80,856+19.7% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.2%-11.6pp | 67.6%+3.0pp |
| Annual return | 14.02% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,355 | $3,713-36.6% | $4,933-52.3% | $2,755-14.5% |
| Participant deferral / active EE | $6,350 | $6,644-4.4% | $8,070-21.3% | $4,296+47.8% |
| Admin fee / account holder | $4,591 | $7,941-42.2% | $12,998-64.7% | $6,918-33.6% |