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 | $86,113 | $116,175-25.9% | $93,606-8.0% | $152,861-43.7% |
| Participation rate | 78.3% | 78.0%+0.2pp | 75.8%+2.4pp | 82.4%-4.2pp |
| Annual return | 26.69% | 35.96%-9.3pp | 32.76%-6.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,738 | $3,218-14.9% | $2,718+0.7% | $4,762-42.5% |
| Participant deferral / active EE | $6,538 | $4,603+42.0% | $4,069+60.7% | $5,850+11.8% |
| Admin fee / account holder | $3,074 | $10,748-71.4% | $7,888-61.0% | $11,596-73.5% |