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 | $95,313 | $100,773-5.4% | $88,946+7.2% | $142,382-33.1% |
| Participation rate | 76.5% | 74.3%+2.2pp | 68.8%+7.6pp | 80.1%-3.6pp |
| Annual return | 17.27% | 70.18%-52.9pp | 57.82%-40.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,457 | $2,918-15.8% | $2,555-3.9% | $4,299-42.9% |
| Participant deferral / active EE | $5,487 | $5,230+4.9% | $4,581+19.8% | $6,507-15.7% |
| Admin fee / account holder | $1,160 | $9,693-88.0% | $8,261-86.0% | $12,624-90.8% |