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 | $90,752 | $109,881-17.4% | $150,045-39.5% | $84,808+7.0% |
| Participation rate | 71.6% | 76.1%-4.4pp | 82.3%-10.7pp | 68.3%+3.3pp |
| Annual return | 14.83% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,316 | $3,561-35.0% | $4,693-50.7% | $2,631-12.0% |
| Participant deferral / active EE | $4,916 | $6,636-25.9% | $7,997-38.5% | $4,212+16.7% |
| Admin fee / account holder | $538 | $8,568-93.7% | $13,435-96.0% | $7,344-92.7% |