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 | $89,666 | $228,332-60.7% | $185,823-51.7% | $158,922-43.6% |
| Participation rate | 84.6% | 82.3%+2.3pp | 78.0%+6.6pp | 82.0%+2.7pp |
| Annual return | 8.68% | 40.80%-32.1pp | 35.95%-27.3pp | 302.83%-294.1pp |
| Employer contribution / active EE | $3,262 | $4,967-34.3% | $4,087-20.2% | $4,761-31.5% |
| Participant deferral / active EE | $6,125 | $6,415-4.5% | $5,632+8.8% | $5,982+2.4% |
| Admin fee / account holder | $7,228 | $11,864-39.1% | $9,500-23.9% | $11,246-35.7% |