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 | $98,667 | $79,171+24.6% | $102,423-3.7% | $74,495+32.4% |
| Participation rate | 84.5% | 74.8%+9.7pp | 76.5%+8.0pp | 67.2%+17.3pp |
| Annual return | 14.84% | 54.93%-40.1pp | 29.32%-14.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,999 | $2,362-15.4% | $3,023-33.9% | $2,623-23.8% |
| Participant deferral / active EE | $7,923 | $4,415+79.5% | $5,053+56.8% | $4,346+82.3% |
| Admin fee / account holder | $2,770 | $2,001+38.4% | $9,451-70.7% | $1,942+42.6% |