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 | $90,952 | $112,096-18.9% | $95,952-5.2% | $158,922-42.8% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 18.52% | 171.09%-152.6pp | 91.61%-73.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,056 | $3,198-35.7% | $2,541-19.1% | $4,761-56.8% |
| Participant deferral / active EE | $2,591 | $4,784-45.8% | $4,167-37.8% | $5,982-56.7% |
| Admin fee / account holder | $32,014 | $10,130+216.0% | $6,795+371.1% | $11,246+184.7% |