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 | $98,662 | $228,332-56.8% | $185,823-46.9% | $158,922-37.9% |
| Participation rate | 95.5% | 82.3%+13.2pp | 78.0%+17.4pp | 82.0%+13.5pp |
| Annual return | 10.75% | 40.80%-30.1pp | 35.95%-25.2pp | 302.83%-292.1pp |
| Employer contribution / active EE | $6,426 | $4,967+29.4% | $4,087+57.2% | $4,761+35.0% |
| Participant deferral / active EE | $3,208 | $6,415-50.0% | $5,632-43.0% | $5,982-46.4% |
| Admin fee / account holder | $1,690 | $11,864-85.8% | $9,500-82.2% | $11,246-85.0% |