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 | $96,470 | $165,335-41.7% | $149,696-35.6% | $158,922-39.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 11.86% | 348.15%-336.3pp | 276.60%-264.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,060 | $5,103-59.6% | $4,644-55.6% | $4,761-56.7% |
| Participant deferral / active EE | $6,313 | $7,181-12.1% | $6,842-7.7% | $5,982+5.5% |
| Admin fee / account holder | $4,281 | $10,807-60.4% | $9,309-54.0% | $11,246-61.9% |