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 | $109,592 | $111,754-1.9% | $103,333+6.1% | $145,922-24.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.60% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,283 | $4,212-45.8% | $3,868-41.0% | $4,660-51.0% |
| Participant deferral / active EE | $3,302 | $5,619-41.2% | $5,057-34.7% | $6,688-50.6% |
| Admin fee / account holder | $7,498 | $9,750-23.1% | $8,355-10.3% | $13,397-44.0% |