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 | $97,191 | $101,724-4.5% | $164,813-41.0% | $80,856+20.2% |
| Participation rate | 81.3% | 71.8%+9.4pp | 78.6%+2.6pp | 67.6%+13.6pp |
| Annual return | 10.64% | 16.72%-6.1pp | 69.93%-59.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $3,429 | $2,953+16.1% | $4,341-21.0% | $2,755+24.5% |
| Participant deferral / active EE | $7,435 | $4,477+66.1% | $6,031+23.3% | $4,296+73.1% |
| Admin fee / account holder | $1,836 | $8,227-77.7% | $12,690-85.5% | $6,918-73.5% |