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 | $93,185 | $152,587-38.9% | $125,175-25.6% | $152,861-39.0% |
| Participation rate | 76.2% | 83.3%-7.1pp | 79.8%-3.6pp | 82.4%-6.3pp |
| Annual return | 21.30% | 54.84%-33.5pp | 43.79%-22.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,739 | $4,946-44.6% | $3,865-29.1% | $4,762-42.5% |
| Participant deferral / active EE | $5,772 | $5,868-1.6% | $4,937+16.9% | $5,850-1.3% |
| Admin fee / account holder | $2,439 | $13,434-81.8% | $9,702-74.9% | $11,596-79.0% |