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 | $88,446 | $124,319-28.9% | $111,297-20.5% | $167,490-47.2% |
| Participation rate | 76.2% | 79.6%-3.4pp | 77.3%-1.1pp | 82.1%-5.9pp |
| Annual return | 11.96% | 37.44%-25.5pp | 54.65%-42.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,500 | $3,435-27.2% | $2,731-8.5% | $4,837-48.3% |
| Participant deferral / active EE | $4,154 | $5,180-19.8% | $4,487-7.4% | $6,341-34.5% |
| Admin fee / account holder | $37,303 | $10,618+251.3% | $7,964+368.4% | $12,309+203.1% |