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 | $90,599 | $104,974-13.7% | $95,585-5.2% | $142,382-36.4% |
| Participation rate | 76.2% | 75.0%+1.2pp | 72.1%+4.1pp | 80.1%-3.9pp |
| Annual return | 14.36% | 210.33%-196.0pp | 38.56%-24.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,137 | $2,779-23.1% | $2,527-15.4% | $4,299-50.3% |
| Participant deferral / active EE | $4,050 | $4,352-6.9% | $4,023+0.7% | $6,507-37.8% |
| Admin fee / account holder | $13,687 | $6,386+114.3% | $6,127+123.4% | $12,624+8.4% |