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 9-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 | $92,974 | $102,616-9.4% | $81,983+13.4% | $158,922-41.5% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.2%+0.8pp | 82.0%-12.0pp |
| Annual return | 13.49% | 61.04%-47.6pp | 41.31%-27.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,074 | $3,240-36.0% | $2,498-17.0% | $4,761-56.4% |
| Participant deferral / active EE | $3,103 | $4,648-33.3% | $3,722-16.6% | $5,982-48.1% |
| Admin fee / account holder | $8,343 | $8,235+1.3% | $5,664+47.3% | $11,246-25.8% |