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 | $96,071 | $94,625+1.5% | $116,228-17.3% | $84,808+13.3% |
| Participation rate | 84.9% | 70.4%+14.5pp | 74.6%+10.4pp | 68.3%+16.6pp |
| Annual return | 14.28% | 20.40%-6.1pp | 90.06%-75.8pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,054 | $2,347-12.5% | $2,994-31.4% | $2,631-21.9% |
| Participant deferral / active EE | $5,076 | $3,972+27.8% | $4,953+2.5% | $4,212+20.5% |
| Admin fee / account holder | $6,554 | $10,091-35.1% | $11,989-45.3% | $7,344-10.8% |