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 | $97,888 | $125,758-22.2% | $169,993-42.4% | $75,163+30.2% |
| Participation rate | 72.5% | 83.6%-11.1pp | 87.0%-14.5pp | 67.2%+5.3pp |
| Annual return | 16.47% | 27.20%-10.7pp | 53.37%-36.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,440 | $4,615-47.1% | $6,785-64.0% | $2,670-8.6% |
| Participant deferral / active EE | $5,612 | $6,837-17.9% | $10,408-46.1% | $4,125+36.0% |
| Admin fee / account holder | $1,671 | $8,173-79.6% | $12,815-87.0% | $5,651-70.4% |