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 6-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 | $99,576 | $61,774+61.2% | $97,226+2.4% | $80,856+23.2% |
| Participation rate | 91.8% | 63.5%+28.3pp | 72.7%+19.1pp | 67.6%+24.2pp |
| Annual return | 15.84% | -557.90%+573.7pp | 75.13%-59.3pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,575 | $1,837+40.2% | $2,729-5.6% | $2,755-6.5% |
| Participant deferral / active EE | $8,862 | $3,029+192.6% | $4,264+107.8% | $4,296+106.3% |
| Admin fee / account holder | $3,647 | $5,166-29.4% | $5,654-35.5% | $6,918-47.3% |