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 9-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 | $91,594 | $98,750-7.2% | $149,696-38.8% | $79,858+14.7% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 20.87% | 27.43%-6.6pp | 276.60%-255.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $889 | $3,216-72.3% | $4,644-80.8% | $2,471-64.0% |
| Participant deferral / active EE | $5,930 | $5,680+4.4% | $6,842-13.3% | $3,740+58.6% |
| Admin fee / account holder | $1,515 | $6,053-75.0% | $9,309-83.7% | $5,306-71.5% |