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 | $90,241 | $76,312+18.3% | $67,221+34.2% | $158,922-43.2% |
| Participation rate | 73.3% | 84.3%-11.0pp | 79.4%-6.0pp | 82.0%-8.6pp |
| Annual return | 9.81% | 22.77%-13.0pp | 20.72%-10.9pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,908 | $4,476-57.4% | $3,723-48.8% | $4,761-59.9% |
| Participant deferral / active EE | $5,229 | $5,264-0.7% | $4,384+19.3% | $5,982-12.6% |
| Admin fee / account holder | $2,847 | $8,005-64.4% | $5,844-51.3% | $11,246-74.7% |