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 | $95,131 | $99,652-4.5% | $78,778+20.8% | $147,584-35.5% |
| Participation rate | 82.4% | 76.2%+6.1pp | 69.2%+13.2pp | 82.8%-0.5pp |
| Annual return | 8.64% | 47.28%-38.6pp | 35.62%-27.0pp | 578.55%-569.9pp |
| Employer contribution / active EE | $667 | $2,796-76.1% | $1,986-66.4% | $4,876-86.3% |
| Participant deferral / active EE | $3,918 | $3,664+6.9% | $2,958+32.4% | $5,439-28.0% |
| Admin fee / account holder | $2,634 | $7,155-63.2% | $5,134-48.7% | $10,885-75.8% |