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 | $93,355 | $125,758-25.8% | $169,993-45.1% | $75,163+24.2% |
| Participation rate | 93.1% | 83.6%+9.5pp | 87.0%+6.1pp | 67.2%+25.9pp |
| Annual return | 19.19% | 27.20%-8.0pp | 53.37%-34.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $3,282 | $4,615-28.9% | $6,785-51.6% | $2,670+22.9% |
| Participant deferral / active EE | $6,131 | $6,837-10.3% | $10,408-41.1% | $4,125+48.6% |
| Admin fee / account holder | $3,468 | $8,173-57.6% | $12,815-72.9% | $5,651-38.6% |