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 | $91,623 | $152,587-40.0% | $125,175-26.8% | $152,861-40.1% |
| Participation rate | 94.1% | 83.3%+10.8pp | 79.8%+14.3pp | 82.4%+11.7pp |
| Annual return | 15.46% | 54.84%-39.4pp | 43.79%-28.3pp | 345.32%-329.9pp |
| Employer contribution / active EE | $2,070 | $4,946-58.2% | $3,865-46.4% | $4,762-56.5% |
| Participant deferral / active EE | $12,621 | $5,868+115.1% | $4,937+155.7% | $5,850+115.7% |
| Admin fee / account holder | $14,747 | $13,434+9.8% | $9,702+52.0% | $11,596+27.2% |