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 | $93,643 | $98,750-5.2% | $149,696-37.4% | $79,858+17.3% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 13.94% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $6,934 | $3,216+115.6% | $4,644+49.3% | $2,471+180.6% |
| Participant deferral / active EE | $4,640 | $5,680-18.3% | $6,842-32.2% | $3,740+24.1% |
| Admin fee / account holder | $1,809 | $6,053-70.1% | $9,309-80.6% | $5,306-65.9% |