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 | $85,528 | $111,724-23.4% | $93,606-8.6% | $145,922-41.4% |
| Participation rate | 91.3% | 74.2%+17.1pp | 68.7%+22.6pp | 80.3%+11.0pp |
| Annual return | 13.63% | 202.98%-189.4pp | 133.20%-119.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,082 | $3,090-0.3% | $2,420+27.4% | $4,660-33.9% |
| Participant deferral / active EE | $4,863 | $4,912-1.0% | $4,411+10.2% | $6,688-27.3% |
| Admin fee / account holder | $5,213 | $10,250-49.1% | $8,285-37.1% | $13,397-61.1% |