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 | $93,043 | $99,877-6.8% | $84,966+9.5% | $145,922-36.2% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 11.12% | 83.76%-72.6pp | 66.38%-55.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,420 | $3,231-25.1% | $2,727-11.3% | $4,660-48.1% |
| Participant deferral / active EE | $3,832 | $5,291-27.6% | $4,519-15.2% | $6,688-42.7% |
| Admin fee / account holder | $1,723 | $7,248-76.2% | $6,149-72.0% | $13,397-87.1% |