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 | $91,224 | $93,571-2.5% | $135,903-32.9% | $75,163+21.4% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 17.70% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,126 | $3,537-39.9% | $4,856-56.2% | $2,670-20.4% |
| Participant deferral / active EE | $5,696 | $6,404-11.1% | $7,758-26.6% | $4,125+38.1% |
| Admin fee / account holder | $28,537 | $6,975+309.1% | $10,762+165.2% | $5,651+405.0% |