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 | $98,176 | $101,724-3.5% | $164,813-40.4% | $80,856+21.4% |
| Participation rate | 88.9% | 71.8%+17.1pp | 78.6%+10.3pp | 67.6%+21.3pp |
| Annual return | 20.85% | 16.72%+4.1pp | 69.93%-49.1pp | 35.59%-14.7pp |
| Employer contribution / active EE | $2,798 | $2,953-5.2% | $4,341-35.5% | $2,755+1.6% |
| Participant deferral / active EE | $7,218 | $4,477+61.2% | $6,031+19.7% | $4,296+68.0% |
| Admin fee / account holder | $103,971 | $8,227+1163.7% | $12,690+719.3% | $6,918+1402.9% |