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 | $91,964 | $154,117-40.3% | $129,995-29.3% | $139,434-34.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 18.76% | 32.48%-13.7pp | -137.18%+155.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $5,224 | $5,289-1.2% | $4,320+20.9% | $4,751+10.0% |
| Participant deferral / active EE | $15,388 | $6,710+129.3% | $5,820+164.4% | $6,710+129.3% |
| Admin fee / account holder | $120,827 | $14,007+762.6% | $10,614+1038.3% | $11,403+959.7% |