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 | $85,284 | $133,922-36.3% | $116,228-26.6% | $142,382-40.1% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.6%+16.8pp | 80.1%+11.2pp |
| Annual return | 12.39% | 147.76%-135.4pp | 90.06%-77.7pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,931 | $3,446-14.9% | $2,994-2.1% | $4,299-31.8% |
| Participant deferral / active EE | $4,762 | $5,672-16.0% | $4,953-3.9% | $6,507-26.8% |
| Admin fee / account holder | $21,071 | $14,945+41.0% | $11,989+75.7% | $12,624+66.9% |