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 | $98,552 | $127,386-22.6% | $115,037-14.3% | $125,391-21.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.67% | 31.28%-30.6pp | 26.14%-25.5pp | 282.22%-281.5pp |
| Employer contribution / active EE | $1,950 | $5,166-62.3% | $4,608-57.7% | $4,866-59.9% |
| Participant deferral / active EE | $3,757 | $6,423-41.5% | $6,026-37.7% | $5,352-29.8% |
| Admin fee / account holder | $7,300 | $9,516-23.3% | $8,175-10.7% | $9,540-23.5% |