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 | $95,459 | $112,881-15.4% | $90,951+5.0% | $158,922-39.9% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 9.05% | 215.79%-206.7pp | 134.60%-125.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,742 | $2,893-39.8% | $2,122-17.9% | $4,761-63.4% |
| Participant deferral / active EE | $4,330 | $4,128+4.9% | $3,373+28.4% | $5,982-27.6% |
| Admin fee / account holder | $27,517 | $8,041+242.2% | $5,959+361.8% | $11,246+144.7% |