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 | $98,994 | $93,346+6.0% | $71,796+37.9% | $273,961-63.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 9.80% | 130.39%-120.6pp | 78.04%-68.2pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,144 | $2,733-58.2% | $1,924-40.6% | $4,869-76.5% |
| Participant deferral / active EE | $7,337 | $3,475+111.1% | $2,794+162.5% | $5,287+38.8% |
| Admin fee / account holder | $1,335 | $6,571-79.7% | $4,815-72.3% | $10,132-86.8% |