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 | $96,279 | $86,286+11.6% | $111,297-13.5% | $85,850+12.1% |
| Participation rate | 90.1% | 73.3%+16.8pp | 77.3%+12.8pp | 69.3%+20.8pp |
| Annual return | 12.64% | 19.99%-7.3pp | 54.65%-42.0pp | 318.53%-305.9pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,878 | $3,641-21.0% | $4,487-35.9% | $3,952-27.2% |
| Admin fee / account holder | $3,333 | $8,188-59.3% | $7,964-58.1% | $6,260-46.8% |