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 | $93,999 | $93,571+0.5% | $135,903-30.8% | $75,163+25.1% |
| Participation rate | 80.8% | 75.2%+5.6pp | 81.9%-1.1pp | 67.2%+13.6pp |
| Annual return | 18.44% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $3,378 | $3,537-4.5% | $4,856-30.4% | $2,670+26.5% |
| Participant deferral / active EE | $6,606 | $6,404+3.2% | $7,758-14.8% | $4,125+60.2% |
| Admin fee / account holder | $2,502 | $6,975-64.1% | $10,762-76.8% | $5,651-55.7% |