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 | $95,108 | $114,381-16.9% | $107,525-11.5% | $142,382-33.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 13.25% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,055 | $4,015-23.9% | $3,754-18.6% | $4,299-28.9% |
| Participant deferral / active EE | $5,361 | $5,564-3.7% | $5,116+4.8% | $6,507-17.6% |
| Admin fee / account holder | $4,597 | $9,860-53.4% | $8,919-48.5% | $12,624-63.6% |