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 | $95,686 | $95,416+0.3% | $185,823-48.5% | $85,850+11.5% |
| Participation rate | 93.5% | 68.8%+24.8pp | 81.7%+11.8pp | 69.3%+24.2pp |
| Annual return | 15.67% | 23.59%-7.9pp | 122.05%-106.4pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,759 | $3,314-16.7% | $5,167-46.6% | $2,565+7.6% |
| Participant deferral / active EE | $5,290 | $3,423+54.5% | $5,568-5.0% | $3,952+33.9% |
| Admin fee / account holder | $446 | $7,213-93.8% | $16,237-97.3% | $6,260-92.9% |