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 | $86,944 | $65,409+32.9% | $98,442-11.7% | $85,850+1.3% |
| Participation rate | 80.4% | 65.0%+15.4pp | 73.3%+7.1pp | 69.3%+11.1pp |
| Annual return | 16.33% | 21.76%-5.4pp | 1492.73%-1476.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,367 | $2,168-36.9% | $2,960-53.8% | $2,565-46.7% |
| Participant deferral / active EE | $2,873 | $3,166-9.3% | $4,276-32.8% | $3,952-27.3% |
| Admin fee / account holder | $886 | $4,593-80.7% | $5,949-85.1% | $6,260-85.8% |