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 | $84,635 | $115,882-27.0% | $100,516-15.8% | $158,922-46.7% |
| Participation rate | 73.7% | 81.6%-7.9pp | 79.4%-5.7pp | 82.0%-8.3pp |
| Annual return | 20.20% | 34.79%-14.6pp | 30.89%-10.7pp | 302.83%-282.6pp |
| Employer contribution / active EE | $6,009 | $4,103+46.4% | $3,418+75.8% | $4,761+26.2% |
| Participant deferral / active EE | $2,145 | $6,674-67.9% | $6,270-65.8% | $5,982-64.1% |
| Admin fee / account holder | $1,528 | $10,995-86.1% | $8,081-81.1% | $11,246-86.4% |