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 | $91,415 | $106,515-14.2% | $96,683-5.4% | $139,434-34.4% |
| Participation rate | 78.3% | 77.8%+0.4pp | 74.3%+3.9pp | 80.3%-2.1pp |
| Annual return | 14.62% | 38.43%-23.8pp | 35.69%-21.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,490 | $4,103-63.7% | $3,737-60.1% | $4,751-68.6% |
| Participant deferral / active EE | $6,249 | $5,454+14.6% | $4,878+28.1% | $6,710-6.9% |
| Admin fee / account holder | $30,735 | $7,877+290.2% | $6,730+356.7% | $11,403+169.5% |