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 | $99,614 | $100,754-1.1% | $86,677+14.9% | $134,475-25.9% |
| Participation rate | 73.7% | 78.9%-5.2pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -10.17% | 29.04%-39.2pp | 35.91%-46.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $1,353 | $3,489-61.2% | $2,836-52.3% | $4,740-71.4% |
| Participant deferral / active EE | $2,330 | $5,338-56.3% | $4,656-49.9% | $6,400-63.6% |
| Admin fee / account holder | $9,291 | $10,926-15.0% | $7,493+24.0% | $11,426-18.7% |