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 | $90,433 | $228,332-60.4% | $185,823-51.3% | $158,922-43.1% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 4.70% | 40.80%-36.1pp | 35.95%-31.3pp | 302.83%-298.1pp |
| Employer contribution / active EE | $3,118 | $4,967-37.2% | $4,087-23.7% | $4,761-34.5% |
| Participant deferral / active EE | $2,582 | $6,415-59.8% | $5,632-54.2% | $5,982-56.8% |
| Admin fee / account holder | $5,829 | $11,864-50.9% | $9,500-38.6% | $11,246-48.2% |